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Cape Investment Advisory’s Simplify Barrier Income ETF SBAR Stock Holding History

Cape Investment Advisory’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 		$73.8K Buy
+2,910
New +$74.5K 0.02% 407

Other funds holding SBAR

PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Cape Investment Advisory's SBAR Position: Q3 2026 in Review

Cape Investment Advisory opened a new position in Simplify Barrier Income ETF (SBAR) in Q3 2026: 2,910 shares worth $73.8K. The stake represents 0.02% of the portfolio and ranks #407 among its holdings.

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

  • Cape Investment Advisory held 2,910 shares of Simplify Barrier Income ETF worth $73.8K as of Q3 2026.
  • Simplify Barrier Income ETF was a new Cape Investment Advisory position in Q3 2026.
  • Simplify Barrier Income ETF made up 0.02% of Cape Investment Advisory's portfolio in Q3 2026, its #407 holding.
  • 10 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.