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Prevail Innovative Wealth Advisors’s Simplify High Yield ETF CDX Stock Holding History

Prevail Innovative Wealth 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 		– Sell
-316,279
Closed -$6.75M – 209
2026
Q1 		$6.75M Buy
316,279
+217,670
+221% +$4.78M 1.14% 34
2025
Q4 		$2.2M Buy
98,609
+65,284
+196% +$1.48M 0.39% 90
2025
Q3 		$763K Buy
+33,325
New +$766K 0.15% 156

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

Prevail Innovative Wealth Advisors's CDX Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of Simplify High Yield ETF (CDX) in Q2 2026, closing a stake of 316,279 shares — an estimated $6.75M sold.

Prevail Innovative Wealth Advisors first reported a position in CDX in Q3 2025 and held it in 3 quarters. The position peaked at $6.75M in Q1 2026. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Prevail Innovative Wealth Advisors reported no remaining Simplify High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 316,279 Simplify High Yield ETF shares in Q2 2026, an estimated $6.75M.
  • Prevail Innovative Wealth Advisors first reported a position in Simplify High Yield ETF in Q3 2025 and held it in 3 quarters.
  • Prevail Innovative Wealth Advisors's Simplify High Yield ETF position peaked at $6.75M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.