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

Whalen Wealth Management’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
-55,956
Closed -$1.25M – 182
2025
Q4 		$1.25M Sell
55,956
-46,145
-45% -$1.04M 0.67% 39
2025
Q3 		$2.34M Buy
102,101
+52,634
+106% +$1.21M 1.37% 17
2025
Q2 		$1.15M Buy
+49,467
New +$1.14M 0.72% 33

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

Whalen Wealth Management's CDX Position: Q1 2026 in Review

Whalen Wealth Management sold out of Simplify High Yield ETF (CDX) in Q1 2026, closing a stake of 55,956 shares — an estimated $1.25M sold.

Whalen Wealth Management first reported a position in CDX in Q2 2025 and held it in 3 quarters. The position peaked at $2.34M in Q3 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Whalen Wealth Management reported no remaining Simplify High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 55,956 Simplify High Yield ETF shares in Q1 2026, an estimated $1.25M.
  • Whalen Wealth Management first reported a position in Simplify High Yield ETF in Q2 2025 and held it in 3 quarters.
  • Whalen Wealth Management's Simplify High Yield ETF position peaked at $2.34M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.