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Retirement Planning Group (Kansas)’s Simplify High Yield ETF CDX Stock Holding History

Retirement Planning Group (Kansas)’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
Q2 		$1.13M Buy
53,616
+12,439
+30% +$265K 0.03% 219
2026
Q1 		$879K Buy
41,177
+55
+0.1% +$1.21K 0.03% 219
2025
Q4 		$916K Buy
41,122
+3,865
+10% +$87.4K 0.03% 200
2025
Q3 		$854K Buy
+37,257
New +$856K 0.03% 201

Other funds holding CDX

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $1.01B AUM 28.81% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Planning Group (Kansas)'s CDX Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Simplify High Yield ETF (CDX) stake by 30% in Q2 2026, buying an estimated $265K and bringing the position to 53,616 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #219.

Retirement Planning Group (Kansas) first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Retirement Planning Group (Kansas) held 53,616 shares of Simplify High Yield ETF worth $1.13M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 12,439 Simplify High Yield ETF shares in Q2 2026, an estimated $265K.
  • Simplify High Yield ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #219 holding.
  • Retirement Planning Group (Kansas) first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.