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Triumph Capital Management’s Simplify High Yield ETF CDX Stock Holding History

Triumph Capital 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 		$206K Sell
9,762
-105
-1% -$2.24K 0.04% 355
2026
Q1 		$211K Buy
9,867
+110
+1% +$2.42K 0.04% 329
2025
Q4 		$217K Buy
9,757
+295
+3% +$6.67K 0.05% 294
2025
Q3 		$217K Buy
+9,462
New +$217K 0.06% 293

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

Triumph Capital Management's CDX Position: Q2 2026 in Review

Triumph Capital Management reduced its Simplify High Yield ETF (CDX) stake by 1.1% in Q2 2026, selling an estimated $2.24K and leaving 9,762 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #355.

Triumph Capital Management first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $217K in Q4 2025. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Triumph Capital Management held 9,762 shares of Simplify High Yield ETF worth $206K as of Q2 2026.
  • Triumph Capital Management sold 105 Simplify High Yield ETF shares in Q2 2026, an estimated $2.24K.
  • Simplify High Yield ETF made up 0.04% of Triumph Capital Management's portfolio in Q2 2026, its #355 holding.
  • Triumph Capital Management first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Simplify High Yield ETF position peaked at $217K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.