BOSSRA
SBAR

B.O.S.S. Retirement Advisors’s Simplify Barrier Income ETF SBAR Stock Holding History

B.O.S.S. Retirement Advisors’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
Q2 		$2.51M Buy
98,022
+7,052
+8% +$179K 0.68% 34
2026
Q1 		$2.23M Buy
90,970
+35,161
+63% +$904K 0.68% 37
2025
Q4 		$1.46M Buy
55,809
+34,566
+163% +$904K 0.46% 48
2025
Q3 		$558K Buy
+21,243
New +$559K 0.13% 115

Other funds holding SBAR

PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SBAR Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Simplify Barrier Income ETF (SBAR) stake by 7.8% in Q2 2026, buying an estimated $179K and bringing the position to 98,022 shares worth $2.51M. The position accounts for 0.68% of the portfolio, ranked #34.

B.O.S.S. Retirement Advisors first reported a position in SBAR in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 98,022 shares of Simplify Barrier Income ETF worth $2.51M as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 7,052 Simplify Barrier Income ETF shares in Q2 2026, an estimated $179K.
  • Simplify Barrier Income ETF made up 0.68% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #34 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.