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
Q2 		$29 Sell
1
-93
-99% -$1.98K ﹤0.01% 8242
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 Buy
2
+1
+100% +$23 ﹤0.01% 7469
2023
Q4 		$35 Buy
+1
New +$22 ﹤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 $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

Morgan Stanley's CDX Position: Q2 2026 in Review

Morgan Stanley reduced its Simplify High Yield ETF (CDX) stake by 99% in Q2 2026, selling an estimated $1.98K and leaving 1 share worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #8242.

Morgan Stanley first reported a position in CDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.02K in Q1 2026. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Morgan Stanley held 1 share of Simplify High Yield ETF worth $29 as of Q2 2026.
  • Morgan Stanley sold 93 Simplify High Yield ETF shares in Q2 2026, an estimated $1.98K.
  • Simplify High Yield ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8242 holding.
  • Morgan Stanley first reported a position in Simplify High Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • Morgan Stanley's Simplify High Yield ETF position peaked at $2.02K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.