MFG Investments, LLC’s Simplify High Yield ETF CDX Stock Holding History

MFG Investments, LLC’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 Q3	$256K	Buy	+12,671	New	+$262K	0.28%	69

Other funds holding CDX

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

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

MFG Investments, LLC's CDX Position: Q3 2026 in Review

MFG Investments, LLC opened a new position in Simplify High Yield ETF (CDX) in Q3 2026: 12,671 shares worth $256K. The stake represents 0.28% of the portfolio and ranks #69 among its holdings.

28 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

MFG Investments, LLC held 12,671 shares of Simplify High Yield ETF worth $256K as of Q3 2026.
Simplify High Yield ETF was a new MFG Investments, LLC position in Q3 2026.
Simplify High Yield ETF made up 0.28% of MFG Investments, LLC's portfolio in Q3 2026, its #69 holding.
28 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on MFG Investments, LLC's 13F filing for Q3 2026, filed 30 Oct 2026.