RA
CDX icon

RiverTree Advisors’s Simplify High Yield ETF CDX Stock Holding History

RiverTree 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
Q1 		– Sell
-129,536
Closed -$2.88M – 61
2025
Q4 		$2.88M Sell
129,536
-44,443
-26% -$1.01M 1.84% 19
2025
Q3 		$3.99M Buy
+173,979
New +$4M 2.56% 15

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 $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

RiverTree Advisors's CDX Position: Q1 2026 in Review

RiverTree Advisors sold out of Simplify High Yield ETF (CDX) in Q1 2026, closing a stake of 129,536 shares — an estimated $2.88M sold.

RiverTree Advisors first reported a position in CDX in Q3 2025 and held it in 2 quarters. The position peaked at $3.99M in Q3 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • RiverTree Advisors reported no remaining Simplify High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • RiverTree Advisors sold 129,536 Simplify High Yield ETF shares in Q1 2026, an estimated $2.88M.
  • RiverTree Advisors first reported a position in Simplify High Yield ETF in Q3 2025 and held it in 2 quarters.
  • RiverTree Advisors's Simplify High Yield ETF position peaked at $3.99M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.