JY
CDX icon

Jeff Yass’s Simplify High Yield ETF CDX Stock Holding History

Jeff Yass’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
-14,983
Closed -$334K – 13240
2025
Q4 		$334K Buy
+14,983
New +$339K ﹤0.01% 9706

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
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 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 $445B AUM 25.58% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Jeff Yass's CDX Position: Q1 2026 in Review

Jeff Yass sold out of Simplify High Yield ETF (CDX) in Q1 2026, closing a stake of 14,983 shares — an estimated $334K sold.

Jeff Yass first reported a position in CDX in Q4 2025 and held it in 1 quarter. The position peaked at $334K in Q4 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Jeff Yass reported no remaining Simplify High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 14,983 Simplify High Yield ETF shares in Q1 2026, an estimated $334K.
  • Jeff Yass first reported a position in Simplify High Yield ETF in Q4 2025 and held it in 1 quarter.
  • Jeff Yass's Simplify High Yield ETF position peaked at $334K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.