Private Advisor Group
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Private Advisor Group’s Simplify High Yield ETF CDX Stock Holding History

Private Advisor Group’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
-50,164
Closed -$1.07M – 2572
2026
Q1 		$1.07M Sell
50,164
-18,595
-27% -$409K 0.01% 1368
2025
Q4 		$1.53M Sell
68,759
-3,795
-5% -$85.8K 0.01% 1158
2025
Q3 		$1.66M Sell
72,554
-20,764
-22% -$477K 0.01% 1102
2025
Q2 		$2.18M Buy
+93,318
New +$2.15M 0.01% 928

Other funds holding CDX

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AE Wealth Management
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 $1.01B AUM 28.81% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
Principal Securities
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
Brinker Capital Investments
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

Private Advisor Group's CDX Position: Q2 2026 in Review

Private Advisor Group sold out of Simplify High Yield ETF (CDX) in Q2 2026, closing a stake of 50,164 shares — an estimated $1.07M sold.

Private Advisor Group first reported a position in CDX in Q2 2025 and held it in 4 quarters. The position peaked at $2.18M in Q2 2025. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Private Advisor Group reported no remaining Simplify High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 50,164 Simplify High Yield ETF shares in Q2 2026, an estimated $1.07M.
  • Private Advisor Group first reported a position in Simplify High Yield ETF in Q2 2025 and held it in 4 quarters.
  • Private Advisor Group's Simplify High Yield ETF position peaked at $2.18M in Q2 2025.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.