CCC
SBAR

Compass Capital Corp’s Simplify Barrier Income ETF SBAR Stock Holding History

Compass Capital Corp’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
2025
Q4 		– Sell
-21,320
Closed -$557K – 201
2025
Q3 		$557K Hold
21,320
– – 0.24% 90
2025
Q2 		$559K Buy
+21,320
New +$549K 0.26% 89

Other funds holding SBAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $80.5M AUM 16.64% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Compass Capital Corp's SBAR Position: Q4 2025 in Review

Compass Capital Corp sold out of Simplify Barrier Income ETF (SBAR) in Q4 2025, closing a stake of 21,320 shares — an estimated $557K sold.

Compass Capital Corp first reported a position in SBAR in Q2 2025 and held it in 2 quarters. The position peaked at $559K in Q2 2025. 46 funds tracked by Wall St. Rank hold SBAR as of Q4 2025.

  • Compass Capital Corp reported no remaining Simplify Barrier Income ETF position as of Q4 2025 after selling out during the quarter.
  • Compass Capital Corp sold 21,320 Simplify Barrier Income ETF shares in Q4 2025, an estimated $557K.
  • Compass Capital Corp first reported a position in Simplify Barrier Income ETF in Q2 2025 and held it in 2 quarters.
  • Compass Capital Corp's Simplify Barrier Income ETF position peaked at $559K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q4 2025.

Based on Compass Capital Corp's 13F filing for Q4 2025, filed 12 Feb 2026.