Straight Path Wealth Management
HARD icon

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
Q3 		$376K Buy
11,175
+1,150
+11% +$37.4K 0.08% 94
2026
Q2 		$297K Buy
10,025
+275
+3% +$9.29K 0.07% 103
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

Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
BLVD Private Wealth
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
Whalen Wealth Management
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
Bluesphere Advisors
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Straight Path Wealth Management's HARD Position: Q3 2026 in Review

Straight Path Wealth Management increased its Simplify Commodities Strategy No K-1 ETF (HARD) stake by 11% in Q3 2026, buying an estimated $37.4K and bringing the position to 11,175 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #94.

Straight Path Wealth Management first reported a position in HARD in Q2 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold HARD as of Q3 2026.

  • Straight Path Wealth Management held 11,175 shares of Simplify Commodities Strategy No K-1 ETF worth $376K as of Q3 2026.
  • Straight Path Wealth Management bought 1,150 Simplify Commodities Strategy No K-1 ETF shares in Q3 2026, an estimated $37.4K.
  • Simplify Commodities Strategy No K-1 ETF made up 0.08% of Straight Path Wealth Management's portfolio in Q3 2026, its #94 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 6 quarters since.
  • 7 funds tracked by Wall St. Rank held Simplify Commodities Strategy No K-1 ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.