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Stance Capital’s Simplify High Yield ETF CDX Stock Holding History

Stance Capital’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
Q1 		$9.69K Buy
+454
New +$9.98K ﹤0.01% 236
2025
Q4 		– Sell
-453
Closed -$10.4K – 161
2025
Q3 		$10.4K Buy
+453
New +$10.4K ﹤0.01% 244

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 $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Stance Capital's CDX Position: Q1 2026 in Review

Stance Capital opened a new position in Simplify High Yield ETF (CDX) in Q1 2026: 454 shares worth $9.69K. The stake represents ﹤0.01% of the portfolio and ranks #236 among its holdings. This is a return to the name: Stance Capital previously reported a position in CDX as recently as Q3 2025.

Stance Capital first reported a position in CDX in Q3 2025 and has held it in 2 quarters since. The position peaked at $10.4K in Q3 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Stance Capital held 454 shares of Simplify High Yield ETF worth $9.69K as of Q1 2026.
  • Simplify High Yield ETF was a new Stance Capital position in Q1 2026.
  • Simplify High Yield ETF made up ﹤0.01% of Stance Capital's portfolio in Q1 2026, its #236 holding.
  • Stance Capital first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 2 quarters since.
  • Stance Capital's Simplify High Yield ETF position peaked at $10.4K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.