Carson Wealth (CWM LLC)
HARD icon

Carson Wealth (CWM LLC)’s Simplify Commodities Strategy No K-1 ETF HARD Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$319K Buy
9,013
+5,174
+135% +$168K ﹤0.01% 2341
2025
Q4 		$114K Buy
3,839
+3,519
+1,100% +$106K ﹤0.01% 2968
2025
Q3 		$10K Buy
320
+274
+596% +$8.1K ﹤0.01% 4473
2025
Q2 		$1K Buy
+46
New +$1.32K ﹤0.01% 5009

Other funds holding HARD

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $115M AUM 23.91% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HARD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Simplify Commodities Strategy No K-1 ETF (HARD) stake by 135% in Q1 2026, buying an estimated $168K and bringing the position to 9,013 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Carson Wealth (CWM LLC) first reported a position in HARD in Q2 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold HARD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,013 shares of Simplify Commodities Strategy No K-1 ETF worth $319K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,174 Simplify Commodities Strategy No K-1 ETF shares in Q1 2026, an estimated $168K.
  • Simplify Commodities Strategy No K-1 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2341 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simplify Commodities Strategy No K-1 ETF in Q2 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Simplify Commodities Strategy No K-1 ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.