Raymond James Financial
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Raymond James Financial’s Simplify High Yield ETF CDX Stock Holding History

Raymond James Financial’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
-1,037
Closed -$24.2K – 5264
2025
Q2 		$24.2K Buy
+1,037
New +$23.9K ﹤0.01% 5525

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PEA
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IWS
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Wealth Enhancement Advisory Services
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Commonwealth Equity Services
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
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Raymond James Financial's CDX Position: Q3 2025 in Review

Raymond James Financial sold out of Simplify High Yield ETF (CDX) in Q3 2025, closing a stake of 1,037 shares — an estimated $24.2K sold.

Raymond James Financial first reported a position in CDX in Q2 2025 and held it in 1 quarter. The position peaked at $24.2K in Q2 2025. 68 funds tracked by Wall St. Rank hold CDX as of Q3 2025.

  • Raymond James Financial reported no remaining Simplify High Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,037 Simplify High Yield ETF shares in Q3 2025, an estimated $24.2K.
  • Raymond James Financial first reported a position in Simplify High Yield ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Simplify High Yield ETF position peaked at $24.2K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.