CDX β€” SIMPLIFY EXCHANGE TRADED FUN

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

AI Ownership Summary

Equitable Holdings, Inc. reported SIMPLIFY EXCHANGE TRADED FUN (CDX) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows CDX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Equitable Holdings, Inc.'s position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CDX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Equitable Holdings, Inc. held CDX β€” position size vs. price
% of Fund (quarterly)    CDX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 16,200 +3,650 +29.1% 0.00% $371K 2025-11-14 $22.05
2025 Q2 INITIATED 12,550 β€” β€” 0.00% $293K 2025-08-15 $21.99

FAQ About Equitable Holdings, Inc. and CDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Equitable Holdings, Inc. reported owning CDX?

Equitable Holdings, Inc. reported CDX across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported CDX position in Equitable Holdings, Inc.'s portfolio?

The largest reported portfolio weight for CDX was 0.00% in 2025 Q3.

What is the latest reported CDX position on this page?

The most recent filing on this page is 2025 Q3, when Equitable Holdings, Inc. reported 16,200 shares, equal to 0.00% of portfolio, with an estimated market value of $371K.

What does the chart on this CDX ownership page compare?

The chart compares Equitable Holdings, Inc.'s quarterly CDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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