Summit Financial’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	$2.71M	Sell	116,379 -29,870	-20%	-$697K	0.06%	251
2025 Q1	$3.35M	Buy	146,249 +128,693	+733%	+$2.95M	0.09%	186
2024 Q4	$383K	Buy	+17,556	New	+$383K	0.01%	489