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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
Q2 		$2.92M Sell
138,183
-4,758
-3% -$101K 0.01% 761
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 $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

Steward Partners Investment Advisory's CDX Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Simplify High Yield ETF (CDX) stake by 3.3% in Q2 2026, selling an estimated $101K and leaving 138,183 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #761.

Steward Partners Investment Advisory first reported a position in CDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.05M in Q4 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Steward Partners Investment Advisory held 138,183 shares of Simplify High Yield ETF worth $2.92M as of Q2 2026.
  • Steward Partners Investment Advisory sold 4,758 Simplify High Yield ETF shares in Q2 2026, an estimated $101K.
  • Simplify High Yield ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #761 holding.
  • Steward Partners Investment Advisory first reported a position in Simplify High Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's Simplify High Yield ETF position peaked at $5.05M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.