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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
Q1 		$461K Buy
+21,580
New +$474K ﹤0.01% 514

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Mather Group's CDX Position: Q1 2026 in Review

Mather Group opened a new position in Simplify High Yield ETF (CDX) in Q1 2026: 21,580 shares worth $461K. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings.

86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Mather Group held 21,580 shares of Simplify High Yield ETF worth $461K as of Q1 2026.
  • Simplify High Yield ETF was a new Mather Group position in Q1 2026.
  • Simplify High Yield ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #514 holding.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.