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Principal Securities’s Simplify High Yield ETF CDX Stock Holding History

Principal Securities’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 		$9.13M Buy
432,404
+54,012
+14% +$1.15M 0.11% 170
2026
Q1 		$8.07M Buy
378,392
+151,959
+67% +$3.34M 0.12% 159
2025
Q4 		$5.04M Buy
226,433
+116,074
+105% +$2.63M 0.08% 243
2025
Q3 		$2.53M Buy
110,359
+67,201
+156% +$1.54M 0.04% 383
2025
Q2 		$1.01M Buy
43,158
+41,122
+2,020% +$949K 0.02% 613
2025
Q1 		$44.4K Hold
2,036
– – ﹤0.01% 1807
2024
Q4 		$44.4K Hold
2,036
– – ﹤0.01% 1805
2024
Q3 		$48.3K Buy
+2,036
New +$48K ﹤0.01% 1709

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
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Principal Securities's CDX Position: Q2 2026 in Review

Principal Securities increased its Simplify High Yield ETF (CDX) stake by 14% in Q2 2026, buying an estimated $1.15M and bringing the position to 432,404 shares worth $9.13M. The position accounts for 0.11% of the portfolio, ranked #170.

Principal Securities first reported a position in CDX in Q3 2024 and has held it in 8 quarters since. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Principal Securities held 432,404 shares of Simplify High Yield ETF worth $9.13M as of Q2 2026.
  • Principal Securities bought 54,012 Simplify High Yield ETF shares in Q2 2026, an estimated $1.15M.
  • Simplify High Yield ETF made up 0.11% of Principal Securities's portfolio in Q2 2026, its #170 holding.
  • Principal Securities first reported a position in Simplify High Yield ETF in Q3 2024 and has held it in 8 quarters since.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.