CDX — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Equitable Holdings, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Equitable Holdings, Inc. reported a position in SIMPLIFY EXCHANGE TRADED FUN (CDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 16,200 +3,650 +29.1% 0.00% $371K $22.16
2025 Q2 INITIATED 12,550 — — 0.00% $293K $22.12
% of Fund (quarterly)    CDX price (monthly, adj. close)

Other funds also holding CDX

As of 2025 Q4 — sorted by position size

Altiora Financial Group, LLC 4.12% Park Edge Advisors, LLC 3.8% Mid-American Wealth Advisory Group, Inc. 3Y 1.98% RiverTree Advisors, LLC 3Y 1.84% ADAPT WEALTH ADVISORS, LLC 1.75% Insight Wealth Strategies, LLC 3Y 7Y 1.65% DRIVE WEALTH MANAGEMENT, LLC 3Y 1.62% Whalen Wealth Management Inc. 0.67% Centennial Wealth Advisory LLC 3Y 0.53% Worth Asset Management, LLC 3Y 0.44%
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