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NewEdge Wealth’s Simplify High Yield ETF CDX Stock Holding History

NewEdge Wealth’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 		$7.86M Buy
368,211
+30,768
+9% +$676K 0.09% 155
2025
Q4 		$7.51M Sell
337,443
-7,244
-2% -$164K 0.08% 168
2025
Q3 		$7.82M Sell
344,687
-5,820
-2% -$134K 0.11% 150
2025
Q2 		$8.14M Buy
+350,507
New +$8.09M 0.13% 137

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

NewEdge Wealth's CDX Position: Q1 2026 in Review

NewEdge Wealth increased its Simplify High Yield ETF (CDX) stake by 9.1% in Q1 2026, buying an estimated $676K and bringing the position to 368,211 shares worth $7.86M. The position accounts for 0.09% of the portfolio, ranked #155.

NewEdge Wealth first reported a position in CDX in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.14M in Q2 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • NewEdge Wealth held 368,211 shares of Simplify High Yield ETF worth $7.86M as of Q1 2026.
  • NewEdge Wealth bought 30,768 Simplify High Yield ETF shares in Q1 2026, an estimated $676K.
  • Simplify High Yield ETF made up 0.09% of NewEdge Wealth's portfolio in Q1 2026, its #155 holding.
  • NewEdge Wealth first reported a position in Simplify High Yield ETF in Q2 2025 and has held it in 4 quarters since.
  • NewEdge Wealth's Simplify High Yield ETF position peaked at $8.14M in Q2 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.