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

Mosley 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	$1.09M	Buy	+51,665	New	+$1.1M	0.35%	53

Other funds holding CDX

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

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

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Simplify High Yield ETF (CDX) in Q2 2026: 51,665 shares worth $1.09M. The stake represents 0.35% of the portfolio and ranks #53 among its holdings.

60 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

Mosley Wealth Management held 51,665 shares of Simplify High Yield ETF worth $1.09M as of Q2 2026.
Simplify High Yield ETF was a new Mosley Wealth Management position in Q2 2026.
Simplify High Yield ETF made up 0.35% of Mosley Wealth Management's portfolio in Q2 2026, its #53 holding.
60 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.