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

Drive 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 		$8.46M Buy
396,511
+24,259
+7% +$533K 1.79% 11
2025
Q4 		$8.29M Buy
372,252
+237,952
+177% +$5.38M 1.62% 14
2025
Q3 		$3.08M Buy
+134,300
New +$3.09M 0.65% 30

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
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

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

Drive Wealth Management increased its Simplify High Yield ETF (CDX) stake by 6.5% in Q1 2026, buying an estimated $533K and bringing the position to 396,511 shares worth $8.46M. The position accounts for 1.79% of the portfolio, ranked #11.

Drive Wealth Management first reported a position in CDX in Q3 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Drive Wealth Management held 396,511 shares of Simplify High Yield ETF worth $8.46M as of Q1 2026.
  • Drive Wealth Management bought 24,259 Simplify High Yield ETF shares in Q1 2026, an estimated $533K.
  • Simplify High Yield ETF made up 1.79% of Drive Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Drive Wealth Management first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Drive Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.