Prime Capital Investment Advisors’s Simplify High Yield ETF CDX Stock Holding History

Prime Capital Investment 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	$262K	Sell	12,404 -293,035	-96%	-$6.25M	﹤0.01%	914
2026 Q1	$6.52M	Buy	305,439 +16,107	+6%	+$354K	0.08%	193
2025 Q4	$6.44M	Sell	289,332 -1,576	-0.5%	-$35.6K	0.08%	174
2025 Q3	$6.66M	Buy	290,908 +13,214	+5%	+$304K	0.08%	160
2025 Q2	$6.48M	Sell	277,694 -233,011	-46%	-$5.38M	0.09%	166
2025 Q1	$11.7M	Buy	+510,705	New	+$11.5M	0.14%	132

Other funds holding CDX

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prime Capital Investment Advisors's CDX Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Simplify High Yield ETF (CDX) stake by 96% in Q2 2026, selling an estimated $6.25M and leaving 12,404 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Prime Capital Investment Advisors first reported a position in CDX in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.7M in Q1 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

Prime Capital Investment Advisors held 12,404 shares of Simplify High Yield ETF worth $262K as of Q2 2026.
Prime Capital Investment Advisors sold 293,035 Simplify High Yield ETF shares in Q2 2026, an estimated $6.25M.
Simplify High Yield ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #914 holding.
Prime Capital Investment Advisors first reported a position in Simplify High Yield ETF in Q1 2025 and has held it in 6 quarters since.
Prime Capital Investment Advisors's Simplify High Yield ETF position peaked at $11.7M in Q1 2025.
92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.