UBS Group
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UBS Group’s Simplify High Yield ETF CDX Stock Holding History

UBS Group’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 		– Sell
-1,696
Closed -$36.2K – 10492
2026
Q1 		$36.2K Buy
1,696
+1,557
+1,120% +$34.2K ﹤0.01% 7575
2025
Q4 		$3.1K Buy
139
+74
+114% +$1.67K ﹤0.01% 9111
2025
Q3 		$1.49K Buy
+65
New +$1.49K ﹤0.01% 9336
2024
Q3 		– Sell
-276
Closed -$6.34K – 9540
2024
Q2 		$6.34K Buy
+276
New +$6.33K ﹤0.01% 7925
2023
Q3 		– Sell
-117
Closed -$2.55K – 9507
2023
Q2 		$2.55K Buy
+117
New +$2.57K ﹤0.01% 7732
2023
Q1 		– Sell
-30
Closed -$641 – 9651
2022
Q4 		$641 Sell
30
-884
-97% -$19.5K ﹤0.01% 10111
2022
Q3 		$20K Buy
914
+794
+662% +$18.1K ﹤0.01% 7387
2022
Q2 		$3K Sell
120
-157
-57% -$3.67K ﹤0.01% 9288
2022
Q1 		$7K Buy
+277
New +$6.89K ﹤0.01% 8808

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

UBS Group's CDX Position: Q2 2026 in Review

UBS Group sold out of Simplify High Yield ETF (CDX) in Q2 2026, closing a stake of 1,696 shares — an estimated $36.2K sold.

UBS Group first reported a position in CDX in Q1 2022 and held it in 9 quarters. The position peaked at $36.2K in Q1 2026. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • UBS Group reported no remaining Simplify High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 1,696 Simplify High Yield ETF shares in Q2 2026, an estimated $36.2K.
  • UBS Group first reported a position in Simplify High Yield ETF in Q1 2022 and held it in 9 quarters.
  • UBS Group's Simplify High Yield ETF position peaked at $36.2K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.