Steward Partners Investment Advisory, LLC
Position in CDX — Simplify High Yield ETF
CIK 1723397
STAMFORD, CT
All Filings in CDX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CDX | $3,050,360 | 142,941 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 CDX | $5,045,357 | 226,554 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 CDX | $4,363,667 | 190,470 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 CDX | $1,963,030 | 84,178 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 CDX | $1,813,085 | 79,036 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 CDX | $1,808,703 | 82,930 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 CDX | $1,487,526 | 62,667 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 CDX | $1,297,303 | 56,488 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 CDX | $314,792 | 13,732 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 CDX | $147,704 | 6,474 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||