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Realta Investment Advisors’s Simplify High Yield ETF CDX Stock Holding History

Realta Investment Advisors’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
Q3 		$203K Buy
10,082
+185
+2% +$3.83K 0.06% 207
2026
Q2 		$209K Buy
9,897
+1,817
+22% +$38.7K 0.07% 207
2026
Q1 		$172K Buy
+8,080
New +$178K 0.06% 205

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Realta Investment Advisors's CDX Position: Q3 2026 in Review

Realta Investment Advisors increased its Simplify High Yield ETF (CDX) stake by 1.9% in Q3 2026, buying an estimated $3.83K and bringing the position to 10,082 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #207.

Realta Investment Advisors first reported a position in CDX in Q1 2026 and has held it in 3 quarters since. The position peaked at $209K in Q2 2026. 9 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

  • Realta Investment Advisors held 10,082 shares of Simplify High Yield ETF worth $203K as of Q3 2026.
  • Realta Investment Advisors bought 185 Simplify High Yield ETF shares in Q3 2026, an estimated $3.83K.
  • Simplify High Yield ETF made up 0.06% of Realta Investment Advisors's portfolio in Q3 2026, its #207 holding.
  • Realta Investment Advisors first reported a position in Simplify High Yield ETF in Q1 2026 and has held it in 3 quarters since.
  • Realta Investment Advisors's Simplify High Yield ETF position peaked at $209K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.