WAM
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Worth Asset Management’s Simplify Commodities Strategy No K-1 ETF HARD Stock Holding History

Worth Asset 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
Q4 		– Sell
-15,385
Closed -$465K – 167
2025
Q3 		$465K Buy
15,385
+6,256
+69% +$185K 0.21% 78
2025
Q2 		$257K Sell
9,129
-3,941
-30% -$113K 0.13% 117
2025
Q1 		$406K Buy
+13,070
New +$388K 0.22% 76

Other funds holding HARD

LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $187M AUM 18.9% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 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 $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Worth Asset Management's HARD Position: Q4 2025 in Review

Worth Asset Management sold out of Simplify Commodities Strategy No K-1 ETF (HARD) in Q4 2025, closing a stake of 15,385 shares — an estimated $465K sold.

Worth Asset Management first reported a position in HARD in Q1 2025 and held it in 3 quarters. The position peaked at $465K in Q3 2025. 23 funds tracked by Wall St. Rank hold HARD as of Q4 2025.

  • Worth Asset Management reported no remaining Simplify Commodities Strategy No K-1 ETF position as of Q4 2025 after selling out during the quarter.
  • Worth Asset Management sold 15,385 Simplify Commodities Strategy No K-1 ETF shares in Q4 2025, an estimated $465K.
  • Worth Asset Management first reported a position in Simplify Commodities Strategy No K-1 ETF in Q1 2025 and held it in 3 quarters.
  • Worth Asset Management's Simplify Commodities Strategy No K-1 ETF position peaked at $465K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Simplify Commodities Strategy No K-1 ETF as of Q4 2025.

Based on Worth Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.