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Silver Oak Securities’s Simplify High Yield ETF CDX Stock Holding History

Silver Oak Securities’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 		$1.32M Sell
62,272
-730
-1% -$15.6K 0.08% 237
2026
Q1 		$1.34M Buy
63,002
+5,740
+10% +$126K 0.1% 209
2025
Q4 		$1.28M Sell
57,262
-932
-2% -$21.1K 0.09% 232
2025
Q3 		$1.33M Buy
+58,194
New +$1.34M 0.1% 208

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 $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
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Silver Oak Securities's CDX Position: Q2 2026 in Review

Silver Oak Securities reduced its Simplify High Yield ETF (CDX) stake by 1.2% in Q2 2026, selling an estimated $15.6K and leaving 62,272 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #237.

Silver Oak Securities first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q1 2026. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Silver Oak Securities held 62,272 shares of Simplify High Yield ETF worth $1.32M as of Q2 2026.
  • Silver Oak Securities sold 730 Simplify High Yield ETF shares in Q2 2026, an estimated $15.6K.
  • Simplify High Yield ETF made up 0.08% of Silver Oak Securities's portfolio in Q2 2026, its #237 holding.
  • Silver Oak Securities first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • Silver Oak Securities's Simplify High Yield ETF position peaked at $1.34M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.