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Soltis Investment Advisors’s Simplify High Yield ETF CDX Stock Holding History

Soltis 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 		$5.77M Buy
273,003
+101,000
+59% +$2.15M 0.32% 82
2026
Q1 		$3.67M Buy
172,003
+17,440
+11% +$383K 0.23% 109
2025
Q4 		$3.44M Buy
154,563
+58,010
+60% +$1.31M 0.23% 103
2025
Q3 		$2.21M Buy
+96,553
New +$2.22M 0.15% 133

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Soltis Investment Advisors's CDX Position: Q2 2026 in Review

Soltis Investment Advisors increased its Simplify High Yield ETF (CDX) stake by 59% in Q2 2026, buying an estimated $2.15M and bringing the position to 273,003 shares worth $5.77M. The position accounts for 0.32% of the portfolio, ranked #82.

Soltis Investment Advisors first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Soltis Investment Advisors held 273,003 shares of Simplify High Yield ETF worth $5.77M as of Q2 2026.
  • Soltis Investment Advisors bought 101,000 Simplify High Yield ETF shares in Q2 2026, an estimated $2.15M.
  • Simplify High Yield ETF made up 0.32% of Soltis Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Soltis Investment Advisors first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.