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Meridian Wealth Management’s Simplify High Yield ETF CDX Stock Holding History

Meridian Wealth Management’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
Q2 		$6.65M Buy
314,635
+6,223
+2% +$133K 0.2% 103
2026
Q1 		$6.58M Sell
308,412
-10,794
-3% -$237K 0.23% 90
2025
Q4 		$7.11M Buy
+319,206
New +$7.22M 0.25% 79

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 $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meridian Wealth Management's CDX Position: Q2 2026 in Review

Meridian Wealth Management increased its Simplify High Yield ETF (CDX) stake by 2% in Q2 2026, buying an estimated $133K and bringing the position to 314,635 shares worth $6.65M. The position accounts for 0.2% of the portfolio, ranked #103.

Meridian Wealth Management first reported a position in CDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.11M in Q4 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Meridian Wealth Management held 314,635 shares of Simplify High Yield ETF worth $6.65M as of Q2 2026.
  • Meridian Wealth Management bought 6,223 Simplify High Yield ETF shares in Q2 2026, an estimated $133K.
  • Simplify High Yield ETF made up 0.2% of Meridian Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Meridian Wealth Management first reported a position in Simplify High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Meridian Wealth Management's Simplify High Yield ETF position peaked at $7.11M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.