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Summit Financial’s Simplify High Yield ETF CDX Stock Holding History

Summit Financial’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 		$1.12M Sell
52,480
-86,002
-62% -$1.89M 0.01% 735
2025
Q4 		$3.08M Buy
138,482
+12,532
+10% +$283K 0.05% 374
2025
Q3 		$2.89M Buy
125,950
+9,571
+8% +$220K 0.04% 383
2025
Q2 		$2.71M Sell
116,379
-29,870
-20% -$689K 0.06% 251
2025
Q1 		$3.35M Buy
146,249
+128,693
+733% +$2.91M 0.09% 186
2024
Q4 		$383K Buy
+17,556
New +$408K 0.01% 489

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 $475M AUM 23.17% 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 $377B 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 $8.39B AUM 24.47% 1-Year Est. Return

Summit Financial's CDX Position: Q1 2026 in Review

Summit Financial reduced its Simplify High Yield ETF (CDX) stake by 62% in Q1 2026, selling an estimated $1.89M and leaving 52,480 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #735.

Summit Financial first reported a position in CDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.35M in Q1 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Summit Financial held 52,480 shares of Simplify High Yield ETF worth $1.12M as of Q1 2026.
  • Summit Financial sold 86,002 Simplify High Yield ETF shares in Q1 2026, an estimated $1.89M.
  • Simplify High Yield ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #735 holding.
  • Summit Financial first reported a position in Simplify High Yield ETF in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's Simplify High Yield ETF position peaked at $3.35M in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.