FFA
SBAR

Farther Finance Advisors’s Simplify Barrier Income ETF SBAR Stock Holding History

Farther Finance 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 		$149K Sell
5,805
-101,721
-95% -$2.59M ﹤0.01% 2445
2026
Q1 		$2.62M Buy
107,526
+52,663
+96% +$1.35M 0.02% 536
2025
Q4 		$1.44M Buy
54,863
+21,436
+64% +$560K 0.02% 724
2025
Q3 		$878K Buy
+33,427
New +$879K 0.01% 785

Other funds holding SBAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Farther Finance Advisors's SBAR Position: Q2 2026 in Review

Farther Finance Advisors reduced its Simplify Barrier Income ETF (SBAR) stake by 95% in Q2 2026, selling an estimated $2.59M and leaving 5,805 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Farther Finance Advisors first reported a position in SBAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.62M in Q1 2026. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Farther Finance Advisors held 5,805 shares of Simplify Barrier Income ETF worth $149K as of Q2 2026.
  • Farther Finance Advisors sold 101,721 Simplify Barrier Income ETF shares in Q2 2026, an estimated $2.59M.
  • Simplify Barrier Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2445 holding.
  • Farther Finance Advisors first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Simplify Barrier Income ETF position peaked at $2.62M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.