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Avantax Advisory Services’s Simplify Commodities Strategy No K-1 ETF HARD Stock Holding History

Avantax Advisory Services’s Portfolio HARD Stock Details HARD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,181
Closed -$387K – 1617
2023
Q3 		$387K Buy
+15,181
New +$387K ﹤0.01% 1058

Other funds holding HARD

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Avantax Advisory Services's HARD Position: Q4 2023 in Review

Avantax Advisory Services sold out of Simplify Commodities Strategy No K-1 ETF (HARD) in Q4 2023, closing a stake of 15,181 shares — an estimated $387K sold.

Avantax Advisory Services first reported a position in HARD in Q3 2023 and held it in 1 quarter. The position peaked at $387K in Q3 2023. 8 funds tracked by Wall St. Rank hold HARD as of Q4 2023.

  • Avantax Advisory Services reported no remaining Simplify Commodities Strategy No K-1 ETF position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 15,181 Simplify Commodities Strategy No K-1 ETF shares in Q4 2023, an estimated $387K.
  • Avantax Advisory Services first reported a position in Simplify Commodities Strategy No K-1 ETF in Q3 2023 and held it in 1 quarter.
  • Avantax Advisory Services's Simplify Commodities Strategy No K-1 ETF position peaked at $387K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Simplify Commodities Strategy No K-1 ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.