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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
Q2 		– Sell
-368,211
Closed -$7.86M – 1238
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 $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

NewEdge Wealth's CDX Position: Q2 2026 in Review

NewEdge Wealth sold out of Simplify High Yield ETF (CDX) in Q2 2026, closing a stake of 368,211 shares — an estimated $7.86M sold.

NewEdge Wealth first reported a position in CDX in Q2 2025 and held it in 4 quarters. The position peaked at $8.14M in Q2 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • NewEdge Wealth reported no remaining Simplify High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • NewEdge Wealth sold 368,211 Simplify High Yield ETF shares in Q2 2026, an estimated $7.86M.
  • NewEdge Wealth first reported a position in Simplify High Yield ETF in Q2 2025 and held it in 4 quarters.
  • NewEdge Wealth's Simplify High Yield ETF position peaked at $8.14M in Q2 2025.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.