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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
Q2 		– Sell
-454
Closed -$9.69K – 354
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 $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

Stance Capital's CDX Position: Q2 2026 in Review

Stance Capital sold out of Simplify High Yield ETF (CDX) in Q2 2026, closing a stake of 454 shares — an estimated $9.69K sold.

Stance Capital first reported a position in CDX in Q3 2025 and held it in 2 quarters. The position peaked at $10.4K in Q3 2025. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Stance Capital reported no remaining Simplify High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Stance Capital sold 454 Simplify High Yield ETF shares in Q2 2026, an estimated $9.69K.
  • Stance Capital first reported a position in Simplify High Yield ETF in Q3 2025 and held it in 2 quarters.
  • Stance Capital's Simplify High Yield ETF position peaked at $10.4K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.