CDX — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in RiverTree Advisors, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which RiverTree Advisors, LLC 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.

Peak position
2.56% (2025 Q3)
Avg. % of fund
2.2%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 129,536 -44,443 -25.5% 1.84% $2.9M $21.97
2025 Q3 INITIATED 173,979 — — 2.56% $4.0M $22.16
% 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% 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% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.39%
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