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

Whalen 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 		– Sell
-40,897
Closed -$1.21M – 196
2025
Q4 		$1.21M Buy
+40,897
New +$1.23M 0.65% 43

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

Whalen Wealth Management's HARD Position: Q1 2026 in Review

Whalen Wealth Management sold out of Simplify Commodities Strategy No K-1 ETF (HARD) in Q1 2026, closing a stake of 40,897 shares — an estimated $1.21M sold.

Whalen Wealth Management first reported a position in HARD in Q4 2025 and held it in 1 quarter. The position peaked at $1.21M in Q4 2025. 24 funds tracked by Wall St. Rank hold HARD as of Q1 2026.

  • Whalen Wealth Management reported no remaining Simplify Commodities Strategy No K-1 ETF position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 40,897 Simplify Commodities Strategy No K-1 ETF shares in Q1 2026, an estimated $1.21M.
  • Whalen Wealth Management first reported a position in Simplify Commodities Strategy No K-1 ETF in Q4 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Simplify Commodities Strategy No K-1 ETF position peaked at $1.21M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Simplify Commodities Strategy No K-1 ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.