Quest 10 Wealth Builders’s Simplify High Yield ETF CDX Stock Holding History

Quest 10 Wealth Builders’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 Q2	$1.33K	Sell	63 -11	-15%	-$234	﹤0.01%	672
2026 Q1	$1.58K	Hold	74	–	–	﹤0.01%	657
2025 Q4	$1.65K	Sell	74 -7	-9%	-$158	﹤0.01%	597
2025 Q3	$1.86K	Hold	81	–	–	﹤0.01%	626
2025 Q2	$1.89K	Hold	81	–	–	﹤0.01%	585
2025 Q1	$1.86K	Sell	81 -9	-10%	-$203	﹤0.01%	566
2024 Q4	$1.96K	Buy	+90	New	+$2.09K	﹤0.01%	605

Other funds holding CDX

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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

AFG

Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Quest 10 Wealth Builders's CDX Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Simplify High Yield ETF (CDX) stake by 15% in Q2 2026, selling an estimated $234 and leaving 63 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Quest 10 Wealth Builders first reported a position in CDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.96K in Q4 2024. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

Quest 10 Wealth Builders held 63 shares of Simplify High Yield ETF worth $1.33K as of Q2 2026.
Quest 10 Wealth Builders sold 11 Simplify High Yield ETF shares in Q2 2026, an estimated $234.
Simplify High Yield ETF made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #672 holding.
Quest 10 Wealth Builders first reported a position in Simplify High Yield ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's Simplify High Yield ETF position peaked at $1.96K in Q4 2024.
92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.