PHS
CDX icon

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
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 $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 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 $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

Pekin Hardy Strauss's CDX Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its Simplify High Yield ETF (CDX) stake by 14% in Q1 2026, selling an estimated $429K and leaving 119,716 shares worth $2.55M. The position accounts for 0.27% of the portfolio, ranked #104.

Pekin Hardy Strauss first reported a position in CDX in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.29M in Q3 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Pekin Hardy Strauss held 119,716 shares of Simplify High Yield ETF worth $2.55M as of Q1 2026.
  • Pekin Hardy Strauss sold 19,521 Simplify High Yield ETF shares in Q1 2026, an estimated $429K.
  • Simplify High Yield ETF made up 0.27% of Pekin Hardy Strauss's portfolio in Q1 2026, its #104 holding.
  • Pekin Hardy Strauss first reported a position in Simplify High Yield ETF in Q2 2025 and has held it in 4 quarters since.
  • Pekin Hardy Strauss's Simplify High Yield ETF position peaked at $3.29M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.