SFG Wealth Management’s Simplify High Yield ETF CDX Stock Holding History

SFG Wealth Management’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
2025 Q4	–	Sell	-21,602	Closed	-$495K	–	133
2025 Q3	$495K	Buy	+21,602	New	+$496K	0.21%	81
2025 Q2	–	Sell	-83,007	Closed	-$1.9M	–	88
2025 Q1	$1.9M	Buy	83,007 +50,722	+157%	+$1.15M	0.93%	21
2024 Q4	$704K	Buy	+32,285	New	+$749K	0.37%	45
2024 Q3	–	Sell	-22,976	Closed	-$528K	–	93
2024 Q2	$528K	Buy	+22,976	New	+$527K	0.3%	49

Other funds holding CDX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

SFG Wealth Management's CDX Position: Q4 2025 in Review

SFG Wealth Management sold out of Simplify High Yield ETF (CDX) in Q4 2025, closing a stake of 21,602 shares — an estimated $495K sold.

SFG Wealth Management first reported a position in CDX in Q2 2024 and held it in 4 quarters. The position peaked at $1.9M in Q1 2025. 85 funds tracked by Wall St. Rank hold CDX as of Q4 2025.

SFG Wealth Management reported no remaining Simplify High Yield ETF position as of Q4 2025 after selling out during the quarter.
SFG Wealth Management sold 21,602 Simplify High Yield ETF shares in Q4 2025, an estimated $495K.
SFG Wealth Management first reported a position in Simplify High Yield ETF in Q2 2024 and held it in 4 quarters.
SFG Wealth Management's Simplify High Yield ETF position peaked at $1.9M in Q1 2025.
85 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q4 2025.

Based on SFG Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.