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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
Q2 		$7.92M Sell
374,924
-21,587
-5% -$460K 1.41% 14
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 $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
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Drive Wealth Management's CDX Position: Q2 2026 in Review

Drive Wealth Management reduced its Simplify High Yield ETF (CDX) stake by 5.4% in Q2 2026, selling an estimated $460K and leaving 374,924 shares worth $7.92M. The position accounts for 1.41% of the portfolio, ranked #14.

Drive Wealth Management first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.46M in Q1 2026. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Drive Wealth Management held 374,924 shares of Simplify High Yield ETF worth $7.92M as of Q2 2026.
  • Drive Wealth Management sold 21,587 Simplify High Yield ETF shares in Q2 2026, an estimated $460K.
  • Simplify High Yield ETF made up 1.41% of Drive Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Drive Wealth Management first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • Drive Wealth Management's Simplify High Yield ETF position peaked at $8.46M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.