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Mid-American Wealth Advisory Group’s Simplify High Yield ETF CDX Stock Holding History

Mid-American Wealth Advisory 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
Q2 		– Sell
-210,408
Closed -$4.69M – 67
2026
Q1 		$4.69M Hold
210,408
– – 1.98% 14
2025
Q4 		$4.69M Buy
210,408
+15,084
+8% +$341K 1.98% 14
2025
Q3 		$4.47M Buy
195,324
+18,584
+11% +$427K 2% 15
2025
Q2 		$4.12M Buy
176,740
+46,845
+36% +$1.08M 1.96% 16
2025
Q1 		$2.98M Buy
129,895
+27,097
+26% +$612K 1.6% 20
2024
Q4 		$2.24M Buy
102,798
+39,084
+61% +$907K 1.32% 22
2024
Q3 		$1.51M Buy
+63,714
New +$1.5M 0.95% 24

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Mid-American Wealth Advisory Group's CDX Position: Q2 2026 in Review

Mid-American Wealth Advisory Group sold out of Simplify High Yield ETF (CDX) in Q2 2026, closing a stake of 210,408 shares — an estimated $4.69M sold.

Mid-American Wealth Advisory Group first reported a position in CDX in Q3 2024 and held it in 7 quarters. The position peaked at $4.69M in Q1 2026. 13 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Mid-American Wealth Advisory Group reported no remaining Simplify High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 210,408 Simplify High Yield ETF shares in Q2 2026, an estimated $4.69M.
  • Mid-American Wealth Advisory Group first reported a position in Simplify High Yield ETF in Q3 2024 and held it in 7 quarters.
  • Mid-American Wealth Advisory Group's Simplify High Yield ETF position peaked at $4.69M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.