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Signature Estate & Investment Advisors’s Simplify High Yield ETF CDX Stock Holding History

Signature Estate & Investment 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
Q2 		$41M Buy
1,941,740
+117,249
+6% +$2.5M 0.74% 31
2026
Q1 		$38.9M Buy
+1,824,491
New +$40.1M 0.79% 32

Other funds holding CDX

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Signature Estate & Investment Advisors's CDX Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Simplify High Yield ETF (CDX) stake by 6.4% in Q2 2026, buying an estimated $2.5M and bringing the position to 1,941,740 shares worth $41M. The position accounts for 0.74% of the portfolio, ranked #31.

Signature Estate & Investment Advisors first reported a position in CDX in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Signature Estate & Investment Advisors held 1,941,740 shares of Simplify High Yield ETF worth $41M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 117,249 Simplify High Yield ETF shares in Q2 2026, an estimated $2.5M.
  • Simplify High Yield ETF made up 0.74% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • Signature Estate & Investment Advisors first reported a position in Simplify High Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.