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Pekin Hardy Strauss’s Simplify High Yield ETF CDX Stock Holding History

Pekin Hardy Strauss’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 		$2.04M Sell
96,820
-22,896
-19% -$488K 0.18% 140
2026
Q1 		$2.55M Sell
119,716
-19,521
-14% -$429K 0.27% 104
2025
Q4 		$3.1M Sell
139,237
-4,516
-3% -$102K 0.29% 88
2025
Q3 		$3.29M Buy
143,753
+49,022
+52% +$1.13M 0.33% 79
2025
Q2 		$2.21M Buy
+94,731
New +$2.19M 0.25% 96

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
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 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

Pekin Hardy Strauss's CDX Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its Simplify High Yield ETF (CDX) stake by 19% in Q2 2026, selling an estimated $488K and leaving 96,820 shares worth $2.04M. The position accounts for 0.18% of the portfolio, ranked #140.

Pekin Hardy Strauss first reported a position in CDX in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.29M in Q3 2025. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Pekin Hardy Strauss held 96,820 shares of Simplify High Yield ETF worth $2.04M as of Q2 2026.
  • Pekin Hardy Strauss sold 22,896 Simplify High Yield ETF shares in Q2 2026, an estimated $488K.
  • Simplify High Yield ETF made up 0.18% of Pekin Hardy Strauss's portfolio in Q2 2026, its #140 holding.
  • Pekin Hardy Strauss first reported a position in Simplify High Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • Pekin Hardy Strauss's Simplify High Yield ETF position peaked at $3.29M in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.