BIG
SBAR

Brookwood Investment Group’s Simplify Barrier Income ETF SBAR Stock Holding History

Brookwood Investment Group’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 		$2.59M Sell
101,273
-9,797
-9% -$249K 0.29% 78
2026
Q1 		$2.73M Buy
111,070
+40,630
+58% +$1.04M 0.34% 70
2025
Q4 		$1.84M Buy
70,440
+15,495
+28% +$405K 0.22% 84
2025
Q3 		$1.44M Buy
+54,945
New +$1.45M 0.19% 102

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
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 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

Brookwood Investment Group's SBAR Position: Q2 2026 in Review

Brookwood Investment Group reduced its Simplify Barrier Income ETF (SBAR) stake by 8.8% in Q2 2026, selling an estimated $249K and leaving 101,273 shares worth $2.59M. The position accounts for 0.29% of the portfolio, ranked #78.

Brookwood Investment Group first reported a position in SBAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.73M in Q1 2026. 21 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Brookwood Investment Group held 101,273 shares of Simplify Barrier Income ETF worth $2.59M as of Q2 2026.
  • Brookwood Investment Group sold 9,797 Simplify Barrier Income ETF shares in Q2 2026, an estimated $249K.
  • Simplify Barrier Income ETF made up 0.29% of Brookwood Investment Group's portfolio in Q2 2026, its #78 holding.
  • Brookwood Investment Group first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Brookwood Investment Group's Simplify Barrier Income ETF position peaked at $2.73M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.