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CDXCDX
5 quarters

Position history for FWFocus Partners Wealth's holdings in SIMPLIFY EXCHANGE TRADED FUN

Focus Partners Wealth holds 199,619 shares of CDX (SIMPLIFY EXCHANGE TRADED FUN), worth $4.2M as of 2026-Q2. The position was increased (+1.8% shares). CDX represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$4.2M

Current Shares

199,619

Total Value Change

+$327,677

Total Shares Change

+32,883

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
199,619
+1.8%
$4.2M0.0%$20.99
27
2026-Q1
Increased
196,137
+4.7%
$4.2M0.0%$20.82
28
2025-Q4
Increased
187,408
+5.0%
$4.2M0.0%$21.29
28
2025-Q3
Increased
178,541
+7.1%
$4.1M0.0%$21.47
29
2025-Q2
New
166,736
-
$3.9M0.0%$21.43
37

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

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