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GKV Capital Management’s Simplify High Yield ETF CDX Stock Holding History

GKV Capital 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 		– Sell
-27,705
Closed -$617K – 90
2025
Q4 		$617K Buy
+27,705
New +$627K 0.23% 66

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AFG
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PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
IWS
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 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

GKV Capital Management's CDX Position: Q1 2026 in Review

GKV Capital Management sold out of Simplify High Yield ETF (CDX) in Q1 2026, closing a stake of 27,705 shares — an estimated $617K sold.

GKV Capital Management first reported a position in CDX in Q4 2025 and held it in 1 quarter. The position peaked at $617K in Q4 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • GKV Capital Management reported no remaining Simplify High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • GKV Capital Management sold 27,705 Simplify High Yield ETF shares in Q1 2026, an estimated $617K.
  • GKV Capital Management first reported a position in Simplify High Yield ETF in Q4 2025 and held it in 1 quarter.
  • GKV Capital Management's Simplify High Yield ETF position peaked at $617K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on GKV Capital Management's 13F filing for Q1 2026, filed 14 May 2026.