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Private Trust Company’s Simplify High Yield ETF CDX Stock Holding History

Private Trust Company’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
-1,353
Closed -$30.1K – 2618
2025
Q4 		$30.1K Buy
+1,353
New +$30.6K ﹤0.01% 1480

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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

Private Trust Company's CDX Position: Q1 2026 in Review

Private Trust Company sold out of Simplify High Yield ETF (CDX) in Q1 2026, closing a stake of 1,353 shares — an estimated $30.1K sold.

Private Trust Company first reported a position in CDX in Q4 2025 and held it in 1 quarter. The position peaked at $30.1K in Q4 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Private Trust Company reported no remaining Simplify High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Private Trust Company sold 1,353 Simplify High Yield ETF shares in Q1 2026, an estimated $30.1K.
  • Private Trust Company first reported a position in Simplify High Yield ETF in Q4 2025 and held it in 1 quarter.
  • Private Trust Company's Simplify High Yield ETF position peaked at $30.1K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.