LIS
SBAR

Legacy Investment Solutions’s Simplify Barrier Income ETF SBAR Stock Holding History

Legacy Investment Solutions’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
Q2 		$161K Buy
+6,127
New +$158K 0.08% 81

Other funds holding SBAR

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Legacy Investment Solutions's SBAR Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Simplify Barrier Income ETF (SBAR) in Q2 2025: 6,127 shares worth $161K. The stake represents 0.08% of the portfolio and ranks #81 among its holdings.

8 funds tracked by Wall St. Rank hold SBAR as of Q2 2025.

  • Legacy Investment Solutions held 6,127 shares of Simplify Barrier Income ETF worth $161K as of Q2 2025.
  • Simplify Barrier Income ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Simplify Barrier Income ETF made up 0.08% of Legacy Investment Solutions's portfolio in Q2 2025, its #81 holding.
  • 8 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.