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CDXCDX
8 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

LPL Financial LLC holds 367,962 shares of CDX (SIMPLIFY EXCHANGE TRADED FUN), worth $7.8M as of 2026-Q2. The position was decreased (-37.3% shares). CDX represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$7.8M

Current Shares

367,962

Total Value Change

+$7.3M

Total Shares Change

+347,305

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
367,962
-37.3%
$7.8M0.0%$20.99
0
2026-Q1
Decreased
586,651
-19.1%
$12.5M0.0%$20.82
0
2025-Q4
Decreased
725,182
-8.9%
$16.1M0.0%$21.29
0
2025-Q3
Increased
796,259
+88.9%
$18.2M0.0%$21.47
44
2025-Q2
Increased
421,603
+1193.0%
$9.8M0.0%$21.43
45
2025-Q1
Increased
32,607
+26.1%
$747,9940.0%$20.67
30
2024-Q4
Increased
25,853
+25.1%
$563,8550.0%$19.44
30
2024-Q3
New
20,657
-
$490,3300.0%$19.90
33

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

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