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Showing 8 of 11 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Steward Partners Investment Advisory, LLC holds 138,183 shares of CDX (SIMPLIFY EXCHANGE TRADED FUN), worth $2.9M as of 2026-Q2. The position was decreased (-3.3% shares). CDX represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$2.9M

Current Shares

138,183

Total Value Change

+$1.4M

Total Shares Change

+75,516

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
138,183
-3.3%
$2.9M0.0%$20.99
0
2026-Q1
Decreased
142,941
-36.9%
$3.1M0.0%$20.82
0
2025-Q4
Increased
226,554
+18.9%
$5M0.0%$21.29
32
2025-Q3
Increased
190,470
+126.3%
$4.4M0.0%$21.47
43
2025-Q2
Increased
84,178
+6.5%
$2M0.0%$21.43
28
2025-Q1
Decreased
79,036
-4.7%
$1.8M0.0%$20.67
0
2024-Q4
Increased
82,930
+32.3%
$1.8M0.0%$19.44
33
2024-Q3
Increased
62,667
+10.9%
$1.5M0.0%$19.90
28

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

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