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

Straight Path 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
2026
Q1 		$345K Hold
9,750
– – 0.09% 84
2025
Q4 		$289K Buy
9,750
+600
+7% +$18.1K 0.08% 98
2025
Q3 		$276K Buy
9,150
+250
+3% +$7.39K 0.07% 111
2025
Q2 		$250K Buy
+8,900
New +$255K 0.08% 97

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

Straight Path Wealth Management's HARD Position: Q1 2026 in Review

Straight Path Wealth Management held its Simplify Commodities Strategy No K-1 ETF (HARD) position steady in Q1 2026 at 9,750 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #84.

Straight Path Wealth Management 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.

  • Straight Path Wealth Management held 9,750 shares of Simplify Commodities Strategy No K-1 ETF worth $345K as of Q1 2026.
  • Straight Path Wealth Management left its Simplify Commodities Strategy No K-1 ETF share count unchanged in Q1 2026.
  • Simplify Commodities Strategy No K-1 ETF made up 0.09% of Straight Path Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Straight Path Wealth Management 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 Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.