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Security National Bank’s Simplify High Yield ETF CDX Stock Holding History

Security National Bank’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 		$3.66M Sell
173,368
-45,020
-21% -$960K 0.44% 53
2026
Q1 		$4.66M Buy
218,388
+19,276
+10% +$424K 0.68% 43
2025
Q4 		$4.43M Buy
199,112
+20,063
+11% +$454K 0.64% 49
2025
Q3 		$4.1M Buy
+179,049
New +$4.11M 0.63% 47

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Security National Bank's CDX Position: Q2 2026 in Review

Security National Bank reduced its Simplify High Yield ETF (CDX) stake by 21% in Q2 2026, selling an estimated $960K and leaving 173,368 shares worth $3.66M. The position accounts for 0.44% of the portfolio, ranked #53.

Security National Bank first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.66M in Q1 2026. 13 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Security National Bank held 173,368 shares of Simplify High Yield ETF worth $3.66M as of Q2 2026.
  • Security National Bank sold 45,020 Simplify High Yield ETF shares in Q2 2026, an estimated $960K.
  • Simplify High Yield ETF made up 0.44% of Security National Bank's portfolio in Q2 2026, its #53 holding.
  • Security National Bank first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • Security National Bank's Simplify High Yield ETF position peaked at $4.66M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.