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 Q3	$130K	Sell	6,432 -3,330	-34%	-$68.8K	0.02%	442
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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Triumph Capital Management's CDX Position: Q3 2026 in Review

Triumph Capital Management reduced its Simplify High Yield ETF (CDX) stake by 34% in Q3 2026, selling an estimated $68.8K and leaving 6,432 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #442.

Triumph Capital Management first reported a position in CDX in Q3 2025 and has held it in 5 quarters since. The position peaked at $217K in Q4 2025. 36 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

Triumph Capital Management held 6,432 shares of Simplify High Yield ETF worth $130K as of Q3 2026.
Triumph Capital Management sold 3,330 Simplify High Yield ETF shares in Q3 2026, an estimated $68.8K.
Simplify High Yield ETF made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #442 holding.
Triumph Capital Management first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 5 quarters since.
Triumph Capital Management's Simplify High Yield ETF position peaked at $217K in Q4 2025.
36 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.