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CDXCDX
4 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Kestra Advisory Services, LLC holds 19,073 shares of CDX (SIMPLIFY EXCHANGE TRADED FUN), worth $402,825 as of 2026-Q2. The position was increased (+4.0% shares). CDX represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$402,825

Current Shares

19,073

Total Value Change

+$3,216

Total Shares Change

+1,630

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
19,073
+4.0%
$402,8250.0%$20.99
25
2026-Q1
Increased
18,343
+4.8%
$391,4360.0%$20.82
25
2025-Q4
Increased
17,512
+0.4%
$389,9920.0%$21.29
24
2025-Q3
New
17,443
-
$399,6090.0%$21.47
33

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

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