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Showing 8 of 13 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

COMMONWEALTH EQUITY SERVICES, LLC holds 172,024 shares of CDX (SIMPLIFY EXCHANGE TRADED FUN), worth $3.6M as of 2026-Q2. The position was decreased (-9.2% shares). CDX represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$3.6M

Current Shares

172,024

Total Value Change

-$391,850

Total Shares Change

+2,476

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
172,024
-9.2%
$3.6M0.0%$20.99
0
2026-Q1
Decreased
189,421
-51.0%
$4M0.0%$20.82
0
2025-Q4
Increased
386,656
+3.5%
$8.6M0.0%$21.29
28
2025-Q3
Increased
373,713
+1.3%
$8.6M0.0%$21.47
28
2025-Q2
Increased
368,894
+106.2%
$8.6M0.0%$21.43
44
2025-Q1
Increased
178,902
+1.7%
$4.1M0.0%$20.67
27
2024-Q4
Increased
175,977
+3.8%
$3.8M0.0%$19.44
28
2024-Q3
Increased
169,548
+1.7%
$4M0.0%$19.90
27

Other major holders of CDX: ENVESTNET ASSET MANAGEMENT INC, AE Wealth Management LLC

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