Mather Group
SBAR icon

Mather Group’s Simplify Barrier Income ETF SBAR Stock Holding History

Mather Group’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 		$873K Buy
34,428
+1,730
+5% +$44.3K 0.01% 408
2026
Q2 		$837K Buy
+32,698
New +$831K 0.01% 414

Other funds holding SBAR

Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Signal Advisors Wealth
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
Iams Wealth Management
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Mather Group's SBAR Position: Q3 2026 in Review

Mather Group increased its Simplify Barrier Income ETF (SBAR) stake by 5.3% in Q3 2026, buying an estimated $44.3K and bringing the position to 34,428 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #408.

Mather Group first reported a position in SBAR in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold SBAR as of Q3 2026.

  • Mather Group held 34,428 shares of Simplify Barrier Income ETF worth $873K as of Q3 2026.
  • Mather Group bought 1,730 Simplify Barrier Income ETF shares in Q3 2026, an estimated $44.3K.
  • Simplify Barrier Income ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #408 holding.
  • Mather Group first reported a position in Simplify Barrier Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.