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CDXCDX
12 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in SIMPLIFY EXCHANGE TRADED FUN

OSAIC HOLDINGS, INC. holds 250,086 shares of CDX (SIMPLIFY EXCHANGE TRADED FUN), worth $5.3M as of 2026-Q2. The position was increased (+2.9% shares). CDX represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$5.3M

Current Shares

250,086

Total Value Change

+$5.3M

Total Shares Change

+249,611

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
250,086
+2.9%
$5.3M0.0%$20.99
28
2026-Q1
Decreased
243,113
-12.9%
$5.2M0.0%$20.82
0
2025-Q4
Increased
279,015
+230.1%
$6.2M0.0%$21.29
44
2025-Q3
Increased
84,525
+271.3%
$1.9M0.0%$21.47
42
2025-Q2
Increased
22,766
+948x
$530,7760.0%$21.43
39
2025-Q1
Decreased
24
-94.5%
$5510.0%$20.67
0
2024-Q4
Increased
436
+21.8%
$9,5090.0%$19.44
14
2024-Q3
Decreased
358
-4.3%
$8,4980.0%$19.90
0
2024-Q2
New
374
-
$8,5890.0%$18.77
25
2023-Q3
Exited
0
-100.0%
$00.0%$16.86
0
2023-Q2
Decreased
79
-83.4%
$1,7400.0%$16.81
0
2023-Q1
New
475
-
$10,4170.0%$16.65
26

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

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