Osaic Holdings
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Osaic Holdings’s Simplify High Yield ETF CDX Stock Holding History

Osaic Holdings’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 		$5.28M Buy
250,086
+6,973
+3% +$149K 0.01% 1489
2026
Q1 		$5.19M Sell
243,113
-35,902
-13% -$789K 0.01% 1332
2025
Q4 		$6.21M Buy
279,015
+194,490
+230% +$4.4M 0.01% 1232
2025
Q3 		$1.93M Buy
84,525
+61,759
+271% +$1.42M ﹤0.01% 2205
2025
Q2 		$531K Buy
22,766
+22,742
+94,758% +$525K ﹤0.01% 3080
2025
Q1 		$551 Sell
24
-412
-94% -$9.31K ﹤0.01% 6971
2024
Q4 		$9.51K Buy
436
+78
+22% +$1.81K ﹤0.01% 5837
2024
Q3 		$8.5K Sell
358
-16
-4% -$377 ﹤0.01% 5919
2024
Q2 		$8.59K Buy
+374
New +$8.57K ﹤0.01% 5880
2023
Q3 		– Sell
-79
Closed -$1.74K – 7408
2023
Q2 		$1.74K Sell
79
-396
-83% -$8.69K ﹤0.01% 6720
2023
Q1 		$10.4K Buy
+475
New +$10.2K ﹤0.01% 5959

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

Osaic Holdings's CDX Position: Q2 2026 in Review

Osaic Holdings increased its Simplify High Yield ETF (CDX) stake by 2.9% in Q2 2026, buying an estimated $149K and bringing the position to 250,086 shares worth $5.28M. The position accounts for 0.01% of the portfolio, ranked #1489.

Osaic Holdings first reported a position in CDX in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.21M in Q4 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Osaic Holdings held 250,086 shares of Simplify High Yield ETF worth $5.28M as of Q2 2026.
  • Osaic Holdings bought 6,973 Simplify High Yield ETF shares in Q2 2026, an estimated $149K.
  • Simplify High Yield ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1489 holding.
  • Osaic Holdings first reported a position in Simplify High Yield ETF in Q1 2023 and has held it in 11 quarters since.
  • Osaic Holdings's Simplify High Yield ETF position peaked at $6.21M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.