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Position history for OPOrion Porfolio Solutions, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Orion Porfolio Solutions, LLC holds 373,393 shares of CDX (SIMPLIFY EXCHANGE TRADED FUN), worth $7.9M as of 2026-Q2. The position was increased (+12.0% shares). CDX represents 0.1% of Orion Porfolio Solutions, LLC's portfolio.

Current Value

$7.9M

Current Shares

373,393

Total Value Change

+$7M

Total Shares Change

+335,694

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
373,393
+12.0%
$7.9M0.1%$20.99
31
2026-Q1
Increased
333,447
+4.7%
$7.1M0.1%$20.82
29
2025-Q4
Increased
318,520
+1306.2%
$7.1M0.1%$21.29
44
2025-Q3
Increased
22,651
+2.1%
$518,9450.0%$21.47
25
2025-Q2
Decreased
22,188
-31.5%
$517,4250.0%$21.43
0
2025-Q1
Increased
32,396
+38.8%
$743,1630.0%$20.67
33
2024-Q4
Decreased
23,344
-38.1%
$509,1410.0%$19.44
0
2024-Q3
Increased
37,699
+20.1%
$894,8430.0%$19.90
30

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

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