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

Napa 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
2025
Q3 		$514K Buy
22,418
+473
+2% +$10.9K 0.24% 96
2025
Q2 		$512K Sell
21,945
-1,235
-5% -$28.5K 0.24% 93
2025
Q1 		$532K Sell
23,180
-2,827
-11% -$63.9K 0.3% 90
2024
Q4 		$567K Buy
26,007
+7,783
+43% +$181K 0.25% 114
2024
Q3 		$433K Buy
+18,224
New +$430K 0.2% 103

Other funds holding CDX

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Napa Wealth Management's CDX Position: Q3 2025 in Review

Napa Wealth Management increased its Simplify High Yield ETF (CDX) stake by 2.2% in Q3 2025, buying an estimated $10.9K and bringing the position to 22,418 shares worth $514K. The position accounts for 0.24% of the portfolio, ranked #96.

Napa Wealth Management first reported a position in CDX in Q3 2024 and has held it in 5 quarters since. The position peaked at $567K in Q4 2024. 68 funds tracked by Wall St. Rank hold CDX as of Q3 2025.

  • Napa Wealth Management held 22,418 shares of Simplify High Yield ETF worth $514K as of Q3 2025.
  • Napa Wealth Management bought 473 Simplify High Yield ETF shares in Q3 2025, an estimated $10.9K.
  • Simplify High Yield ETF made up 0.24% of Napa Wealth Management's portfolio in Q3 2025, its #96 holding.
  • Napa Wealth Management first reported a position in Simplify High Yield ETF in Q3 2024 and has held it in 5 quarters since.
  • Napa Wealth Management's Simplify High Yield ETF position peaked at $567K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.