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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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 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.