Mather Group
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Mather Group’s Simplify High Yield ETF CDX Stock Holding History

Mather Group’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
2026
Q3 		$172K Sell
8,519
-138
-2% -$2.85K ﹤0.01% 831
2026
Q2 		$183K Sell
8,657
-12,923
-60% -$275K ﹤0.01% 792
2026
Q1 		$461K Buy
+21,580
New +$474K ﹤0.01% 514

Other funds holding CDX

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
BayBridge Capital Group
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Mather Group's CDX Position: Q3 2026 in Review

Mather Group reduced its Simplify High Yield ETF (CDX) stake by 1.6% in Q3 2026, selling an estimated $2.85K and leaving 8,519 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Mather Group first reported a position in CDX in Q1 2026 and has held it in 3 quarters since. The position peaked at $461K in Q1 2026. 18 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

  • Mather Group held 8,519 shares of Simplify High Yield ETF worth $172K as of Q3 2026.
  • Mather Group sold 138 Simplify High Yield ETF shares in Q3 2026, an estimated $2.85K.
  • Simplify High Yield ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #831 holding.
  • Mather Group first reported a position in Simplify High Yield ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's Simplify High Yield ETF position peaked at $461K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.