CAP Partners LLC’s Simplify Barrier Income ETF SBAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$578K Buy
22,818
+5,472
+32% +$140K 0.27% 85
2026
Q2
$444K Buy
17,346
+5,720
+49% +$145K 0.22% 97
2026
Q1
$285K Buy
+11,626
New +$299K 0.16% 124

Other funds holding SBAR

CAP Partners LLC's SBAR Position: Q3 2026 in Review

CAP Partners LLC increased its Simplify Barrier Income ETF (SBAR) stake by 32% in Q3 2026, buying an estimated $140K and bringing the position to 22,818 shares worth $578K. The position accounts for 0.27% of the portfolio, ranked #85.

CAP Partners LLC first reported a position in SBAR in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold SBAR as of Q3 2026.

  • CAP Partners LLC held 22,818 shares of Simplify Barrier Income ETF worth $578K as of Q3 2026.
  • CAP Partners LLC bought 5,472 Simplify Barrier Income ETF shares in Q3 2026, an estimated $140K.
  • Simplify Barrier Income ETF made up 0.27% of CAP Partners LLC's portfolio in Q3 2026, its #85 holding.
  • CAP Partners LLC first reported a position in Simplify Barrier Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.