CDX β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Park Edge Advisors, LLC  Β·  10 quarters on record

AI Ownership Summary

Park Edge Advisors, LLC reported SIMPLIFY EXCHANGE TRADED FUN (CDX) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.8% in 2025 Q3. The latest visible filing shows CDX at 3.80% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Park Edge Advisors, LLC'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 Q4

CDX was reported at 3.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.8% 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
2023 Q4 to 2025 Q4

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 Park Edge Advisors, LLC held CDX β€” position size vs. price
% of Fund (quarterly)    CDX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 753,087 +34,075 +4.7% 3.80% $16.8M 2026-02-14 (Est.) $21.77
2025 Q3 ADDED 719,012 +106,035 +17.3% 3.80% $16.5M 2025-10-09 $21.80
2025 Q2 ADDED 612,977 +185,176 +43.3% 3.67% $14.3M 2025-07-07 $21.76
2025 Q1 ADDED 427,801 +18,871 +4.6% 2.73% $9.8M 2025-04-10 $21.09
2024 Q4 REDUCED 408,930 -13,717 -3.2% 2.59% $8.9M 2025-01-21 $20.53
2024 Q3 ADDED 422,647 +30,862 +7.9% 2.87% $10.0M 2024-10-24 $20.16
2024 Q2 ADDED 391,785 +57,840 +17.3% 2.75% $9.0M 2024-07-26 $19.61
2024 Q1 ADDED 333,945 +233,241 +231.6% 2.14% $7.7M 2024-04-19 $18.74
2023 Q4 ADDED 100,704 +23,479 +30.4% 0.80% $2.3M 2024-01-12 $18.75
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Park Edge Advisors, LLC and CDX

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

How long has Park Edge Advisors, LLC reported owning CDX?

Park Edge Advisors, LLC reported CDX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CDX position in Park Edge Advisors, LLC's portfolio?

The largest reported portfolio weight for CDX was 3.80% in 2025 Q3.

What is the latest reported CDX position on this page?

The most recent filing on this page is 2025 Q4, when Park Edge Advisors, LLC reported 753,087 shares, equal to 3.80% of portfolio, with an estimated market value of $16.8M.

What does the chart on this CDX ownership page compare?

The chart compares Park Edge Advisors, LLC'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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