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Fiduciary Alliance’s Simplify Barrier Income ETF SBAR Stock Holding History

Fiduciary Alliance’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 		$559K Buy
+22,053
New +$564K 0.04% 299

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
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
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Fiduciary Alliance's SBAR Position: Q3 2026 in Review

Fiduciary Alliance opened a new position in Simplify Barrier Income ETF (SBAR) in Q3 2026: 22,053 shares worth $559K. The stake represents 0.04% of the portfolio and ranks #299 among its holdings.

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

  • Fiduciary Alliance held 22,053 shares of Simplify Barrier Income ETF worth $559K as of Q3 2026.
  • Simplify Barrier Income ETF was a new Fiduciary Alliance position in Q3 2026.
  • Simplify Barrier Income ETF made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #299 holding.
  • 10 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.