Mosley Wealth Management
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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
Q3 		$1.26M Buy
62,384
+10,719
+21% +$222K 0.37% 54
2026
Q2 		$1.09M Buy
+51,665
New +$1.1M 0.35% 53

Other funds holding CDX

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Mosley Wealth Management's CDX Position: Q3 2026 in Review

Mosley Wealth Management increased its Simplify High Yield ETF (CDX) stake by 21% in Q3 2026, buying an estimated $222K and bringing the position to 62,384 shares worth $1.26M. The position accounts for 0.37% of the portfolio, ranked #54.

Mosley Wealth Management first reported a position in CDX in Q2 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

  • Mosley Wealth Management held 62,384 shares of Simplify High Yield ETF worth $1.26M as of Q3 2026.
  • Mosley Wealth Management bought 10,719 Simplify High Yield ETF shares in Q3 2026, an estimated $222K.
  • Simplify High Yield ETF made up 0.37% of Mosley Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Mosley Wealth Management first reported a position in Simplify High Yield ETF in Q2 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.