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AE Wealth Management’s Simplify High Yield ETF CDX Stock Holding History

AE Wealth Management’s Portfolio CDX Stock Details CDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27M Buy
1,264,387
+47,478
+4% +$1.04M 0.15% 158
2025
Q4 		$27.1M Buy
1,216,909
+174,686
+17% +$3.95M 0.16% 148
2025
Q3 		$23.9M Buy
1,042,223
+179,543
+21% +$4.12M 0.15% 154
2025
Q2 		$20.1M Buy
862,680
+303,406
+54% +$7M 0.15% 157
2025
Q1 		$12.8M Buy
559,274
+49,214
+10% +$1.11M 0.11% 205
2024
Q4 		$11.1M Buy
510,060
+30,406
+6% +$706K 0.09% 224
2024
Q3 		$11.4M Buy
479,654
+462,157
+2,641% +$10.9M 0.1% 217
2024
Q2 		$402K Buy
+17,497
New +$401K ﹤0.01% 942

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

AE Wealth Management's CDX Position: Q1 2026 in Review

AE Wealth Management increased its Simplify High Yield ETF (CDX) stake by 3.9% in Q1 2026, buying an estimated $1.04M and bringing the position to 1,264,387 shares worth $27M. The position accounts for 0.15% of the portfolio, ranked #158.

AE Wealth Management first reported a position in CDX in Q2 2024 and has held it in 8 quarters since. The position peaked at $27.1M in Q4 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • AE Wealth Management held 1,264,387 shares of Simplify High Yield ETF worth $27M as of Q1 2026.
  • AE Wealth Management bought 47,478 Simplify High Yield ETF shares in Q1 2026, an estimated $1.04M.
  • Simplify High Yield ETF made up 0.15% of AE Wealth Management's portfolio in Q1 2026, its #158 holding.
  • AE Wealth Management first reported a position in Simplify High Yield ETF in Q2 2024 and has held it in 8 quarters since.
  • AE Wealth Management's Simplify High Yield ETF position peaked at $27.1M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.