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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 		$9.81M 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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 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. 13 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.
  • 13 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.