Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Simplify High Yield ETF CDX Stock Holding History

Wealth Enhancement Advisory 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
2025
Q4 		– Sell
-378,551
Closed -$8.65M – 3685
2025
Q3 		$8.65M Buy
378,551
+36,974
+11% +$849K 0.01% 714
2025
Q2 		$7.89M Buy
+341,577
New +$7.88M 0.01% 715

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Wealth Enhancement Advisory Services's CDX Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of Simplify High Yield ETF (CDX) in Q4 2025, closing a stake of 378,551 shares — an estimated $8.65M sold.

Wealth Enhancement Advisory Services first reported a position in CDX in Q2 2025 and held it in 2 quarters. The position peaked at $8.65M in Q3 2025. 85 funds tracked by Wall St. Rank hold CDX as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining Simplify High Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 378,551 Simplify High Yield ETF shares in Q4 2025, an estimated $8.65M.
  • Wealth Enhancement Advisory Services first reported a position in Simplify High Yield ETF in Q2 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Simplify High Yield ETF position peaked at $8.65M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.