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SlateStone Wealth’s Simplify High Yield ETF CDX Stock Holding History

SlateStone Wealth’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 		$4.91M Sell
232,405
-951
-0.4% -$20.3K 0.38% 68
2026
Q1 		$4.98M Buy
233,356
+38,803
+20% +$853K 0.41% 68
2025
Q4 		$4.33M Buy
194,553
+29,991
+18% +$678K 0.36% 72
2025
Q3 		$3.77M Buy
+164,562
New +$3.78M 0.33% 76

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

SlateStone Wealth's CDX Position: Q2 2026 in Review

SlateStone Wealth reduced its Simplify High Yield ETF (CDX) stake by 0.41% in Q2 2026, selling an estimated $20.3K and leaving 232,405 shares worth $4.91M. The position accounts for 0.38% of the portfolio, ranked #68.

SlateStone Wealth first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.98M in Q1 2026. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • SlateStone Wealth held 232,405 shares of Simplify High Yield ETF worth $4.91M as of Q2 2026.
  • SlateStone Wealth sold 951 Simplify High Yield ETF shares in Q2 2026, an estimated $20.3K.
  • Simplify High Yield ETF made up 0.38% of SlateStone Wealth's portfolio in Q2 2026, its #68 holding.
  • SlateStone Wealth first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • SlateStone Wealth's Simplify High Yield ETF position peaked at $4.98M in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.