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WCG Wealth Advisors’s Simplify High Yield ETF CDX Stock Holding History

WCG Wealth Advisors’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 		$5.42M Buy
256,662
+83,471
+48% +$1.78M 0.13% 158
2026
Q1 		$3.7M Buy
173,191
+19,039
+12% +$418K 0.1% 187
2025
Q4 		$3.43M Buy
154,152
+113,040
+275% +$2.56M 0.1% 193
2025
Q3 		$942K Buy
+41,112
New +$944K 0.06% 240

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

WCG Wealth Advisors's CDX Position: Q2 2026 in Review

WCG Wealth Advisors increased its Simplify High Yield ETF (CDX) stake by 48% in Q2 2026, buying an estimated $1.78M and bringing the position to 256,662 shares worth $5.42M. The position accounts for 0.13% of the portfolio, ranked #158.

WCG Wealth Advisors first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • WCG Wealth Advisors held 256,662 shares of Simplify High Yield ETF worth $5.42M as of Q2 2026.
  • WCG Wealth Advisors bought 83,471 Simplify High Yield ETF shares in Q2 2026, an estimated $1.78M.
  • Simplify High Yield ETF made up 0.13% of WCG Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • WCG Wealth Advisors first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.