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Proficio Capital Partners’s Simplify High Yield ETF CDX Stock Holding History

Proficio Capital Partners’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
2025
Q3 		– Sell
-2,900,460
Closed -$2.91M – 257
2025
Q2 		$2.91M Buy
+2,900,460
New +$66.9M 0.18% 86

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IWS
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Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
PCIA
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FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Proficio Capital Partners's CDX Position: Q3 2025 in Review

Proficio Capital Partners sold out of Simplify High Yield ETF (CDX) in Q3 2025, closing a stake of 2,900,460 shares — an estimated $2.91M sold.

Proficio Capital Partners first reported a position in CDX in Q2 2025 and held it in 1 quarter. The position peaked at $2.91M in Q2 2025. 68 funds tracked by Wall St. Rank hold CDX as of Q3 2025.

  • Proficio Capital Partners reported no remaining Simplify High Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 2,900,460 Simplify High Yield ETF shares in Q3 2025, an estimated $2.91M.
  • Proficio Capital Partners first reported a position in Simplify High Yield ETF in Q2 2025 and held it in 1 quarter.
  • Proficio Capital Partners's Simplify High Yield ETF position peaked at $2.91M in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2025.

Based on Proficio Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.