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Stephens Inc’s Simplify High Yield ETF CDX Stock Holding History

Stephens Inc’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 		$317K Sell
14,989
-45,595
-75% -$972K ﹤0.01% 1050
2026
Q1 		$1.29M Sell
60,584
-3,374
-5% -$74.1K 0.02% 573
2025
Q4 		$1.42M Sell
63,958
-30,921
-33% -$699K 0.02% 549
2025
Q3 		$2.17M Buy
+94,879
New +$2.18M 0.03% 468

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

Stephens Inc's CDX Position: Q2 2026 in Review

Stephens Inc reduced its Simplify High Yield ETF (CDX) stake by 75% in Q2 2026, selling an estimated $972K and leaving 14,989 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Stephens Inc first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.17M in Q3 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Stephens Inc held 14,989 shares of Simplify High Yield ETF worth $317K as of Q2 2026.
  • Stephens Inc sold 45,595 Simplify High Yield ETF shares in Q2 2026, an estimated $972K.
  • Simplify High Yield ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1050 holding.
  • Stephens Inc first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • Stephens Inc's Simplify High Yield ETF position peaked at $2.17M in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.