Kestra Private Wealth Services
CDX icon

Kestra Private Wealth Services’s Simplify High Yield ETF CDX Stock Holding History

Kestra Private Wealth Services’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
-38,161
Closed -$850K – 1792
2025
Q4 		$850K Buy
38,161
+2,007
+6% +$45.4K 0.01% 879
2025
Q3 		$828K Buy
36,154
+795
+2% +$18.3K 0.01% 858
2025
Q2 		$825K Buy
+35,359
New +$816K 0.01% 817

Other funds holding CDX

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AE Wealth Management
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 $1.01B AUM 28.81% 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
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
NewEdge Wealth
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Kestra Private Wealth Services's CDX Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Simplify High Yield ETF (CDX) in Q1 2026, closing a stake of 38,161 shares — an estimated $850K sold.

Kestra Private Wealth Services first reported a position in CDX in Q2 2025 and held it in 3 quarters. The position peaked at $850K in Q4 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Simplify High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 38,161 Simplify High Yield ETF shares in Q1 2026, an estimated $850K.
  • Kestra Private Wealth Services first reported a position in Simplify High Yield ETF in Q2 2025 and held it in 3 quarters.
  • Kestra Private Wealth Services's Simplify High Yield ETF position peaked at $850K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.