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Napa Wealth Management’s Simplify Commodities Strategy No K-1 ETF HARD Stock Holding History

Napa Wealth Management’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
2025
Q3 		$1.02M Sell
33,739
-111,606
-77% -$3.3M 0.48% 56
2025
Q2 		$4.09M Buy
145,345
+21,203
+17% +$608K 1.95% 12
2025
Q1 		$3.86M Buy
+124,142
New +$3.68M 2.17% 6

Other funds holding HARD

LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Napa Wealth Management's HARD Position: Q3 2025 in Review

Napa Wealth Management reduced its Simplify Commodities Strategy No K-1 ETF (HARD) stake by 77% in Q3 2025, selling an estimated $3.3M and leaving 33,739 shares worth $1.02M. The position accounts for 0.48% of the portfolio, ranked #56.

Napa Wealth Management first reported a position in HARD in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.09M in Q2 2025. 22 funds tracked by Wall St. Rank hold HARD as of Q3 2025.

  • Napa Wealth Management held 33,739 shares of Simplify Commodities Strategy No K-1 ETF worth $1.02M as of Q3 2025.
  • Napa Wealth Management sold 111,606 Simplify Commodities Strategy No K-1 ETF shares in Q3 2025, an estimated $3.3M.
  • Simplify Commodities Strategy No K-1 ETF made up 0.48% of Napa Wealth Management's portfolio in Q3 2025, its #56 holding.
  • Napa Wealth Management first reported a position in Simplify Commodities Strategy No K-1 ETF in Q1 2025 and has held it in 3 quarters since.
  • Napa Wealth Management's Simplify Commodities Strategy No K-1 ETF position peaked at $4.09M in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Simplify Commodities Strategy No K-1 ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.