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Steward Partners Investment Advisory’s Simplify High Yield ETF CDX Stock Holding History

Steward Partners Investment Advisory’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 		$3.05M Sell
142,941
-83,613
-37% -$1.84M 0.02% 698
2025
Q4 		$5.05M Buy
226,554
+36,084
+19% +$816K 0.03% 467
2025
Q3 		$4.36M Buy
190,470
+106,292
+126% +$2.44M 0.03% 501
2025
Q2 		$1.96M Buy
84,178
+5,142
+7% +$119K 0.02% 731
2025
Q1 		$1.81M Sell
79,036
-3,894
-5% -$88K 0.02% 687
2024
Q4 		$1.81M Buy
82,930
+20,263
+32% +$470K 0.02% 675
2024
Q3 		$1.49M Buy
62,667
+6,179
+11% +$146K 0.01% 728
2024
Q2 		$1.3M Buy
56,488
+42,756
+311% +$980K 0.01% 725
2024
Q1 		$315K Buy
13,732
+7,258
+112% +$167K ﹤0.01% 1236
2023
Q4 		$148K Buy
+6,474
New +$144K ﹤0.01% 1506

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 $434M AUM 22.79% 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 $376B AUM 19.32% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return