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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
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 $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $434M AUM 22.79% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return