Synergy Asset Management’s Simplify High Yield ETF CDX Stock Holding History

Synergy Asset Management’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	$540K	Buy	+25,555	New	+$545K	0.05%	147

Other funds holding CDX

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 $1.01B AUM 28.81% 1-Year Est. Return

AFG

Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return

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

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Synergy Asset Management's CDX Position: Q2 2026 in Review

Synergy Asset Management opened a new position in Simplify High Yield ETF (CDX) in Q2 2026: 25,555 shares worth $540K. The stake represents 0.05% of the portfolio and ranks #147 among its holdings.

91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

Synergy Asset Management held 25,555 shares of Simplify High Yield ETF worth $540K as of Q2 2026.
Simplify High Yield ETF was a new Synergy Asset Management position in Q2 2026.
Simplify High Yield ETF made up 0.05% of Synergy Asset Management's portfolio in Q2 2026, its #147 holding.
91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.