Park Edge Advisors
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Park Edge Advisors’s Simplify High Yield ETF CDX Stock Holding History

Park Edge Advisors’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 		$16.3M Buy
772,287
+16,351
+2% +$349K 3.43% 2
2026
Q1 		$16.1M Buy
755,936
+2,849
+0.4% +$62.6K 3.72% 3
2025
Q4 		$16.8M Buy
753,087
+34,075
+5% +$771K 3.8% 2
2025
Q3 		$16.5M Buy
719,012
+106,035
+17% +$2.44M 3.8% 2
2025
Q2 		$14.3M Buy
612,977
+185,176
+43% +$4.27M 3.67% 3
2025
Q1 		$9.8M Buy
427,801
+18,871
+5% +$426K 2.73% 3
2024
Q4 		$8.92M Sell
408,930
-13,717
-3% -$318K 2.59% 4
2024
Q3 		$10M Buy
422,647
+30,862
+8% +$728K 2.87% 6
2024
Q2 		$9M Buy
391,785
+57,840
+17% +$1.33M 2.75% 5
2024
Q1 		$7.66M Buy
333,945
+233,241
+232% +$5.37M 2.14% 6
2023
Q4 		$2.3M Buy
100,704
+23,479
+30% +$522K 0.8% 12
2023
Q3 		$1.67M Buy
+77,225
New +$1.68M 0.6% 18

Other funds holding CDX

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Altiora Financial Group
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Drive Wealth Management
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Brinker Capital Investments
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
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Park Edge Advisors's CDX Position: Q2 2026 in Review

Park Edge Advisors increased its Simplify High Yield ETF (CDX) stake by 2.2% in Q2 2026, buying an estimated $349K and bringing the position to 772,287 shares worth $16.3M. The position accounts for 3.43% of the portfolio, ranked #2.

Park Edge Advisors first reported a position in CDX in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.8M in Q4 2025. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Park Edge Advisors held 772,287 shares of Simplify High Yield ETF worth $16.3M as of Q2 2026.
  • Park Edge Advisors bought 16,351 Simplify High Yield ETF shares in Q2 2026, an estimated $349K.
  • Simplify High Yield ETF made up 3.43% of Park Edge Advisors's portfolio in Q2 2026, its #2 holding.
  • Park Edge Advisors first reported a position in Simplify High Yield ETF in Q3 2023 and has held it in 12 quarters since.
  • Park Edge Advisors's Simplify High Yield ETF position peaked at $16.8M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.