Whalen Wealth Management’s Simplify High Yield ETF CDX Stock Holding History

Whalen Wealth Management’s Portfolio CDX Stock Details CDX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.25M	Sell
2025 Q3	$2.34M	Buy
2025 Q2	$1.15M	Buy