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RFG Advisory’s Simplify High Yield ETF CDX Stock Holding History

RFG Advisory’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 		– Sell
-57,167
Closed -$1.22M – 1141
2026
Q1 		$1.22M Sell
57,167
-12,043
-17% -$265K 0.02% 492
2025
Q4 		$1.54M Buy
69,210
+11,160
+19% +$252K 0.03% 407
2025
Q3 		$1.33M Buy
+58,050
New +$1.33M 0.03% 418

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
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 $1.02B AUM 38% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PS
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
BCI
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

RFG Advisory's CDX Position: Q2 2026 in Review

RFG Advisory sold out of Simplify High Yield ETF (CDX) in Q2 2026, closing a stake of 57,167 shares — an estimated $1.22M sold.

RFG Advisory first reported a position in CDX in Q3 2025 and held it in 3 quarters. The position peaked at $1.54M in Q4 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • RFG Advisory reported no remaining Simplify High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • RFG Advisory sold 57,167 Simplify High Yield ETF shares in Q2 2026, an estimated $1.22M.
  • RFG Advisory first reported a position in Simplify High Yield ETF in Q3 2025 and held it in 3 quarters.
  • RFG Advisory's Simplify High Yield ETF position peaked at $1.54M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.