Orion Portfolio Solutions
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Orion Portfolio Solutions’s Simplify High Yield ETF CDX Stock Holding History

Orion Portfolio Solutions’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
Q1 		$743K Buy
32,396
+9,052
+39% +$205K 0.01% 1222
2024
Q4 		$509K Sell
23,344
-14,355
-38% -$333K 0.01% 1342
2024
Q3 		$895K Buy
37,699
+6,320
+20% +$149K 0.01% 1103
2024
Q2 		$721K Buy
+31,379
New +$719K 0.01% 1141

Other funds holding CDX

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Orion Portfolio Solutions's CDX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Simplify High Yield ETF (CDX) stake by 39% in Q1 2025, buying an estimated $205K and bringing the position to 32,396 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #1222.

Orion Portfolio Solutions first reported a position in CDX in Q2 2024 and has held it in 4 quarters since. The position peaked at $895K in Q3 2024. 26 funds tracked by Wall St. Rank hold CDX as of Q1 2025.

  • Orion Portfolio Solutions held 32,396 shares of Simplify High Yield ETF worth $743K as of Q1 2025.
  • Orion Portfolio Solutions bought 9,052 Simplify High Yield ETF shares in Q1 2025, an estimated $205K.
  • Simplify High Yield ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1222 holding.
  • Orion Portfolio Solutions first reported a position in Simplify High Yield ETF in Q2 2024 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's Simplify High Yield ETF position peaked at $895K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.