Steward Partners Investment Advisory’s Simplify High Yield ETF CDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
84,178
+5,142
| +7% | +$120K | 0.02% | 731 |
|
|
2025
Q1 | $1.81M | Sell |
79,036
-3,894
| -5% | -$89.3K | 0.02% | 687 |
|
|
2024
Q4 | $1.81M | Buy |
82,930
+20,263
| +32% | +$442K | 0.02% | 675 |
|
|
2024
Q3 | $1.49M | Buy |
62,667
+6,179
| +11% | +$147K | 0.01% | 728 |
|
|
2024
Q2 | $1.3M | Buy |
56,488
+42,756
| +311% | +$982K | 0.01% | 725 |
|
|
2024
Q1 | $315K | Buy |
13,732
+7,258
| +112% | +$166K | ﹤0.01% | 1236 |
|
|
2023
Q4 | $148K | Buy |
+6,474
| New | +$148K | ﹤0.01% | 1506 |
|