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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

AE Wealth Management LLC holds 1.2M shares of CDX (SIMPLIFY EXCHANGE TRADED FUN), worth $25M as of 2026-Q2. The position was decreased (-6.3% shares). CDX represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$25M

Current Shares

1.2M

Total Value Change

+$13.6M

Total Shares Change

+704,509

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.2M
-6.3%
$25M0.1%$20.99
0
2026-Q1
Increased
1.3M
+3.9%
$27M0.1%$20.82
36
2025-Q4
Increased
1.2M
+16.8%
$27.1M0.2%$21.29
40
2025-Q3
Increased
1M
+20.8%
$23.9M0.2%$21.47
41
2025-Q2
Increased
862,680
+54.3%
$20.1M0.1%$21.43
48
2025-Q1
Increased
559,274
+9.7%
$12.8M0.1%$20.67
37
2024-Q4
Increased
510,060
+6.3%
$11.1M0.1%$19.44
30
2024-Q3
Increased
479,654
+2641.3%
$11.4M0.1%$19.90
54

Other major holders of CDX: ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC

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