Key Capital Management
SBAR icon

Key Capital Management’s Simplify Barrier Income ETF SBAR Stock Holding History

Key Capital Management’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 		$4.44M Buy
175,200
+5,984
+4% +$153K 1.63% 14
2026
Q2 		$4.33M Buy
169,216
+13,312
+9% +$338K 2.23% 13
2026
Q1 		$3.83M Buy
155,904
+70,553
+83% +$1.81M 2.53% 12
2025
Q4 		$2.23M Buy
+85,351
New +$2.23M 2.21% 12

Other funds holding SBAR

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Key Capital Management's SBAR Position: Q3 2026 in Review

Key Capital Management increased its Simplify Barrier Income ETF (SBAR) stake by 3.5% in Q3 2026, buying an estimated $153K and bringing the position to 175,200 shares worth $4.44M. The position accounts for 1.63% of the portfolio, ranked #14.

Key Capital Management first reported a position in SBAR in Q4 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold SBAR as of Q3 2026.

  • Key Capital Management held 175,200 shares of Simplify Barrier Income ETF worth $4.44M as of Q3 2026.
  • Key Capital Management bought 5,984 Simplify Barrier Income ETF shares in Q3 2026, an estimated $153K.
  • Simplify Barrier Income ETF made up 1.63% of Key Capital Management's portfolio in Q3 2026, its #14 holding.
  • Key Capital Management first reported a position in Simplify Barrier Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.