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Luken Investment Analytics’s Simplify High Yield ETF CDX Stock Holding History

Luken Investment Analytics’s Portfolio CDX Stock Details CDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed -$21 – 136
2022
Q4 		$21 Buy
+1
New +$22 ﹤0.01% 142

Other funds holding CDX

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Luken Investment Analytics's CDX Position: Q1 2023 in Review

Luken Investment Analytics sold out of Simplify High Yield ETF (CDX) in Q1 2023, closing a stake of 1 share — an estimated $21 sold.

Luken Investment Analytics first reported a position in CDX in Q4 2022 and held it in 1 quarter. The position peaked at $21 in Q4 2022. 4 funds tracked by Wall St. Rank hold CDX as of Q1 2023.

  • Luken Investment Analytics reported no remaining Simplify High Yield ETF position as of Q1 2023 after selling out during the quarter.
  • Luken Investment Analytics sold 1 Simplify High Yield ETF share in Q1 2023, an estimated $21.
  • Luken Investment Analytics first reported a position in Simplify High Yield ETF in Q4 2022 and held it in 1 quarter.
  • Luken Investment Analytics's Simplify High Yield ETF position peaked at $21 in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2023.

Based on Luken Investment Analytics's 13F filing for Q1 2023, filed 4 Apr 2023.