MML Investors Services’s Simplify High Yield ETF CDX Stock Holding History

MML Investors Services’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	$934K	Buy	44,206 +1,121	+3%	+$23.9K	﹤0.01%	2056
2026 Q1	$919K	Sell	43,085 -394	-0.9%	-$8.66K	﹤0.01%	1841
2025 Q4	$968K	Buy	43,479 +7,740	+22%	+$175K	﹤0.01%	1816
2025 Q3	$819K	Buy	35,739 +13,224	+59%	+$304K	﹤0.01%	1874
2025 Q2	$525K	Buy	+22,515	New	+$520K	﹤0.01%	2063

Other funds holding CDX

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 $1.01B AUM 28.81% 1-Year Est. Return

AFG

Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return

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

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services's CDX Position: Q2 2026 in Review

MML Investors Services increased its Simplify High Yield ETF (CDX) stake by 2.6% in Q2 2026, buying an estimated $23.9K and bringing the position to 44,206 shares worth $934K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

MML Investors Services first reported a position in CDX in Q2 2025 and has held it in 5 quarters since. The position peaked at $968K in Q4 2025. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

MML Investors Services held 44,206 shares of Simplify High Yield ETF worth $934K as of Q2 2026.
MML Investors Services bought 1,121 Simplify High Yield ETF shares in Q2 2026, an estimated $23.9K.
Simplify High Yield ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2056 holding.
MML Investors Services first reported a position in Simplify High Yield ETF in Q2 2025 and has held it in 5 quarters since.
MML Investors Services's Simplify High Yield ETF position peaked at $968K in Q4 2025.
91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.