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Lloyd Advisory Services’s Simplify Barrier Income ETF SBAR Stock Holding History

Lloyd Advisory Services’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 		$487K Buy
+19,037
New +$484K 0.19% 66
2026
Q1 		– Sell
-8,971
Closed -$235K – 1074
2025
Q4 		$235K Buy
+8,971
New +$234K 0.09% 100

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
Principal Securities
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
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Lloyd Advisory Services's SBAR Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Simplify Barrier Income ETF (SBAR) in Q2 2026: 19,037 shares worth $487K. The stake represents 0.19% of the portfolio and ranks #66 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in SBAR as recently as Q4 2025.

Lloyd Advisory Services first reported a position in SBAR in Q4 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Lloyd Advisory Services held 19,037 shares of Simplify Barrier Income ETF worth $487K as of Q2 2026.
  • Simplify Barrier Income ETF was a new Lloyd Advisory Services position in Q2 2026.
  • Simplify Barrier Income ETF made up 0.19% of Lloyd Advisory Services's portfolio in Q2 2026, its #66 holding.
  • Lloyd Advisory Services first reported a position in Simplify Barrier Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.