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

Wealth Enhancement Trust 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
-1,293
Closed -$28.8K – 787
2025
Q4 		$28.8K Buy
+1,293
New +$29.2K ﹤0.01% 488

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
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 $1.02B AUM 38% 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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Wealth Enhancement Trust Services's CDX Position: Q1 2026 in Review

Wealth Enhancement Trust Services sold out of Simplify High Yield ETF (CDX) in Q1 2026, closing a stake of 1,293 shares — an estimated $28.8K sold.

Wealth Enhancement Trust Services first reported a position in CDX in Q4 2025 and held it in 1 quarter. The position peaked at $28.8K in Q4 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Wealth Enhancement Trust Services reported no remaining Simplify High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 1,293 Simplify High Yield ETF shares in Q1 2026, an estimated $28.8K.
  • Wealth Enhancement Trust Services first reported a position in Simplify High Yield ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Simplify High Yield ETF position peaked at $28.8K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q1 2026, filed 8 Apr 2026.