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Orion Portfolio Solutions’s Simplify Commodities Strategy No K-1 ETF HARD Stock Holding History

Orion Portfolio Solutions’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
Q1 		$422K Buy
13,583
+1,469
+12% +$43.6K ﹤0.01% 1487
2024
Q4 		$328K Buy
12,114
+1,404
+13% +$35.8K ﹤0.01% 1514
2024
Q3 		$270K Buy
10,710
+1,151
+12% +$27.9K ﹤0.01% 1565
2024
Q2 		$231K Sell
9,559
-674
-7% -$16.7K ﹤0.01% 1572
2024
Q1 		$240K Sell
10,233
-15
-0.1% -$349 ﹤0.01% 1545
2023
Q4 		$238K Buy
+10,248
New +$245K ﹤0.01% 1503

Other funds holding HARD

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Orion Portfolio Solutions's HARD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Simplify Commodities Strategy No K-1 ETF (HARD) stake by 12% in Q1 2025, buying an estimated $43.6K and bringing the position to 13,583 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Orion Portfolio Solutions first reported a position in HARD in Q4 2023 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold HARD as of Q1 2025.

  • Orion Portfolio Solutions held 13,583 shares of Simplify Commodities Strategy No K-1 ETF worth $422K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,469 Simplify Commodities Strategy No K-1 ETF shares in Q1 2025, an estimated $43.6K.
  • Simplify Commodities Strategy No K-1 ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1487 holding.
  • Orion Portfolio Solutions first reported a position in Simplify Commodities Strategy No K-1 ETF in Q4 2023 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held Simplify Commodities Strategy No K-1 ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.