Citadel Advisors
CDX icon

Citadel Advisors’s Simplify High Yield ETF CDX Stock Holding History

Citadel Advisors’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
Q2 		$1.27M Sell
60,280
-47,360
-44% -$1.01M ﹤0.01% 7611
2026
Q1 		$2.3M Sell
107,640
-16,263
-13% -$357K ﹤0.01% 5795
2025
Q4 		$2.76M Buy
123,903
+107,640
+662% +$2.43M ﹤0.01% 5329
2025
Q3 		$373K Buy
+16,263
New +$374K ﹤0.01% 9840

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 $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors's CDX Position: Q2 2026 in Review

Citadel Advisors reduced its Simplify High Yield ETF (CDX) stake by 44% in Q2 2026, selling an estimated $1.01M and leaving 60,280 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #7611.

Citadel Advisors first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.76M in Q4 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Citadel Advisors held 60,280 shares of Simplify High Yield ETF worth $1.27M as of Q2 2026.
  • Citadel Advisors sold 47,360 Simplify High Yield ETF shares in Q2 2026, an estimated $1.01M.
  • Simplify High Yield ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #7611 holding.
  • Citadel Advisors first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • Citadel Advisors's Simplify High Yield ETF position peaked at $2.76M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.