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WealthCare Asset Management’s Simplify High Yield ETF CDX Stock Holding History

WealthCare Asset 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 		$721K Buy
34,128
+17,327
+103% +$369K 0.3% 42
2026
Q1 		$359K Buy
+16,801
New +$369K 0.38% 25

Other funds holding CDX

Signature Estate & Investment Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AE Wealth Management
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 $1.01B AUM 28.81% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
Principal Securities
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
Brinker Capital Investments
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

WealthCare Asset Management's CDX Position: Q2 2026 in Review

WealthCare Asset Management increased its Simplify High Yield ETF (CDX) stake by 103% in Q2 2026, buying an estimated $369K and bringing the position to 34,128 shares worth $721K. The position accounts for 0.3% of the portfolio, ranked #42.

WealthCare Asset Management first reported a position in CDX in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • WealthCare Asset Management held 34,128 shares of Simplify High Yield ETF worth $721K as of Q2 2026.
  • WealthCare Asset Management bought 17,327 Simplify High Yield ETF shares in Q2 2026, an estimated $369K.
  • Simplify High Yield ETF made up 0.3% of WealthCare Asset Management's portfolio in Q2 2026, its #42 holding.
  • WealthCare Asset Management first reported a position in Simplify High Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on WealthCare Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.