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CDXCDX
4 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

NewEdge Advisors, LLC holds 28,075 shares of CDX (SIMPLIFY EXCHANGE TRADED FUN), worth $592,954 as of 2026-Q2. The position was decreased (-87.6% shares). CDX represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$592,954

Current Shares

28,075

Total Value Change

-$4.2M

Total Shares Change

-181,820

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
28,075
-87.6%
$592,9540.0%$20.99
0
2026-Q1
Decreased
226,089
-0.9%
$4.8M0.0%$20.82
0
2025-Q4
Increased
228,141
+8.7%
$5.1M0.0%$21.29
29
2025-Q3
New
209,895
-
$4.8M0.0%$21.47
37

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

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