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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

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

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

IWS

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

AFG

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

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

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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. 91 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.
91 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.