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Relyea Zuckerberg Hanson’s Simplify High Yield ETF CDX Stock Holding History

Relyea Zuckerberg Hanson’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
2024
Q2 		– Sell
-9,329
Closed -$214K – 238
2024
Q1 		$214K Buy
9,329
+141
+2% +$3.25K 0.04% 218
2023
Q4 		$210K Buy
+9,188
New +$204K 0.04% 207

Other funds holding CDX

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Relyea Zuckerberg Hanson's CDX Position: Q2 2024 in Review

Relyea Zuckerberg Hanson sold out of Simplify High Yield ETF (CDX) in Q2 2024, closing a stake of 9,329 shares — an estimated $214K sold.

Relyea Zuckerberg Hanson first reported a position in CDX in Q4 2023 and held it in 2 quarters. The position peaked at $214K in Q1 2024. 18 funds tracked by Wall St. Rank hold CDX as of Q2 2024.

  • Relyea Zuckerberg Hanson reported no remaining Simplify High Yield ETF position as of Q2 2024 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 9,329 Simplify High Yield ETF shares in Q2 2024, an estimated $214K.
  • Relyea Zuckerberg Hanson first reported a position in Simplify High Yield ETF in Q4 2023 and held it in 2 quarters.
  • Relyea Zuckerberg Hanson's Simplify High Yield ETF position peaked at $214K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2024.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2024, filed 17 Jul 2024.