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Simplify Asset Management’s Simplify High Yield ETF CDX Stock Holding History

Simplify Asset 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
Q2 		– Sell
-1,299,393
Closed -$29.8M – 91
2025
Q1 		$29.8M Hold
1,299,393
– – 1.12% 11
2024
Q4 		$28.3M Sell
1,299,393
-75,514
-5% -$1.75M 1.4% 10
2024
Q3 		$32.6M Sell
1,374,907
-2,671,090
-66% -$63M 1.52% 11
2024
Q2 		$92.9M Buy
4,045,997
+3,896,143
+2,600% +$89.3M 6.23% 5
2024
Q1 		$3.44M Sell
149,854
-100,300
-40% -$2.31M 0.2% 38
2023
Q4 		$5.71M Sell
250,154
-23,256
-9% -$517K 0.51% 17
2023
Q3 		$5.91M Sell
273,410
-176,457
-39% -$3.85M 0.68% 16
2023
Q2 		$9.82M Buy
449,867
+44,369
+11% +$974K 1.29% 9
2023
Q1 		$8.89M Sell
405,498
-83,836
-17% -$1.8M 1.28% 12
2022
Q4 		$10.5M Sell
489,334
-534,955
-52% -$11.8M 1.61% 5
2022
Q3 		$22.4M Sell
1,024,289
-263,178
-20% -$5.99M 2.38% 5
2022
Q2 		$28.7M Buy
1,287,467
+321,264
+33% +$7.51M 1.09% 5
2022
Q1 		$23.8M Buy
+966,203
New +$24M 0.76% 9

Other funds holding CDX

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Simplify Asset Management's CDX Position: Q2 2025 in Review

Simplify Asset Management sold out of Simplify High Yield ETF (CDX) in Q2 2025, closing a stake of 1,299,393 shares — an estimated $29.8M sold.

Simplify Asset Management first reported a position in CDX in Q1 2022 and held it in 13 quarters. The position peaked at $92.9M in Q2 2024. 47 funds tracked by Wall St. Rank hold CDX as of Q2 2025.

  • Simplify Asset Management reported no remaining Simplify High Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Simplify Asset Management sold 1,299,393 Simplify High Yield ETF shares in Q2 2025, an estimated $29.8M.
  • Simplify Asset Management first reported a position in Simplify High Yield ETF in Q1 2022 and held it in 13 quarters.
  • Simplify Asset Management's Simplify High Yield ETF position peaked at $92.9M in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2025.

Based on Simplify Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.