AssetMark Inc’s Simplify Barrier Income ETF SBAR Stock Holding History

AssetMark Inc’s Portfolio SBAR Stock Details SBAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.67K	Buy	+66	New	+$1.69K	﹤0.01%	3098

Other funds holding SBAR

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

AssetMark Inc's SBAR Position: Q3 2026 in Review

AssetMark Inc opened a new position in Simplify Barrier Income ETF (SBAR) in Q3 2026: 66 shares worth $1.67K. The stake represents ﹤0.01% of the portfolio and ranks #3098 among its holdings.

47 funds tracked by Wall St. Rank hold SBAR as of Q3 2026.

AssetMark Inc held 66 shares of Simplify Barrier Income ETF worth $1.67K as of Q3 2026.
Simplify Barrier Income ETF was a new AssetMark Inc position in Q3 2026.
Simplify Barrier Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3098 holding.
47 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.