GA
SBAR

Guerra Advisors’s Simplify Barrier Income ETF SBAR Stock Holding History

Guerra 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
2025
Q3 		$162K Buy
+6,171
New +$162K 0.06% 95

Other funds holding SBAR

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Guerra Advisors's SBAR Position: Q3 2025 in Review

Guerra Advisors opened a new position in Simplify Barrier Income ETF (SBAR) in Q3 2025: 6,171 shares worth $162K. The stake represents 0.06% of the portfolio and ranks #95 among its holdings.

35 funds tracked by Wall St. Rank hold SBAR as of Q3 2025.

  • Guerra Advisors held 6,171 shares of Simplify Barrier Income ETF worth $162K as of Q3 2025.
  • Simplify Barrier Income ETF was a new Guerra Advisors position in Q3 2025.
  • Simplify Barrier Income ETF made up 0.06% of Guerra Advisors's portfolio in Q3 2025, its #95 holding.
  • 35 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.