Raymond James Financial
CDX icon

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

Other funds holding CDX

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 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.