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

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

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. 91 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.
91 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.