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

Truist 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
2025
Q1 		– Sell
-239,171
Closed -$5.22M – 2563
2024
Q4 		$5.22M Buy
239,171
+35,660
+18% +$828K 0.01% 810
2024
Q3 		$4.83M Buy
203,511
+24,234
+14% +$572K 0.01% 839
2024
Q2 		$4.12M Buy
179,277
+163,241
+1,018% +$3.74M 0.01% 944
2024
Q1 		$368K Buy
+16,036
New +$369K ﹤0.01% 2184

Other funds holding CDX

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Truist Financial's CDX Position: Q1 2025 in Review

Truist Financial sold out of Simplify High Yield ETF (CDX) in Q1 2025, closing a stake of 239,171 shares — an estimated $5.22M sold.

Truist Financial first reported a position in CDX in Q1 2024 and held it in 4 quarters. The position peaked at $5.22M in Q4 2024. 26 funds tracked by Wall St. Rank hold CDX as of Q1 2025.

  • Truist Financial reported no remaining Simplify High Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Truist Financial sold 239,171 Simplify High Yield ETF shares in Q1 2025, an estimated $5.22M.
  • Truist Financial first reported a position in Simplify High Yield ETF in Q1 2024 and held it in 4 quarters.
  • Truist Financial's Simplify High Yield ETF position peaked at $5.22M in Q4 2024.
  • 26 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.