Morgan Stanley
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Morgan Stanley’s Simplify High Yield ETF CDX Stock Holding History

Morgan Stanley’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 		$2.02K Buy
94
+92
+4,600% +$2.02K ﹤0.01% 7331
2025
Q4 		$51 Hold
2
– – ﹤0.01% 7845
2025
Q3 		$50 Hold
2
– – ﹤0.01% 7848
2025
Q2 		$47 Buy
2
+1
+100% +$23 ﹤0.01% 7802
2025
Q1 		$39 Sell
1
-2
-67% -$45 ﹤0.01% 7804
2024
Q4 		$67 Buy
3
+2
+200% +$46 ﹤0.01% 7535
2024
Q3 		$34 Hold
1
– – ﹤0.01% 7698
2024
Q2 		$32 Sell
1
-1
-50% -$23 ﹤0.01% 7638
2024
Q1 		$54 Hold
2
– – ﹤0.01% 7469
2023
Q4 		$70 Buy
+2
New +$44 ﹤0.01% 7568

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

Morgan Stanley's CDX Position: Q1 2026 in Review

Morgan Stanley increased its Simplify High Yield ETF (CDX) stake by 4,600% in Q1 2026, buying an estimated $2.02K and bringing the position to 94 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #7331.

Morgan Stanley first reported a position in CDX in Q4 2023 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Morgan Stanley held 94 shares of Simplify High Yield ETF worth $2.02K as of Q1 2026.
  • Morgan Stanley bought 92 Simplify High Yield ETF shares in Q1 2026, an estimated $2.02K.
  • Simplify High Yield ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7331 holding.
  • Morgan Stanley first reported a position in Simplify High Yield ETF in Q4 2023 and has held it in 10 quarters since.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.