MAWAG
SBAR

Mid-American Wealth Advisory Group’s Simplify Barrier Income ETF SBAR Stock Holding History

Mid-American Wealth Advisory 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
Q2 		$372K Sell
14,539
-376,131
-96% -$9.56M 0.13% 57
2026
Q1 		$10.2M Hold
390,670
– – 4.32% 6
2025
Q4 		$10.2M Buy
390,670
+60,345
+18% +$1.58M 4.32% 6
2025
Q3 		$8.67M Buy
+330,325
New +$8.69M 3.87% 8

Other funds holding SBAR

PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Mid-American Wealth Advisory Group's SBAR Position: Q2 2026 in Review

Mid-American Wealth Advisory Group reduced its Simplify Barrier Income ETF (SBAR) stake by 96% in Q2 2026, selling an estimated $9.56M and leaving 14,539 shares worth $372K. The position accounts for 0.13% of the portfolio, ranked #57.

Mid-American Wealth Advisory Group first reported a position in SBAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.2M in Q1 2026. 21 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Mid-American Wealth Advisory Group held 14,539 shares of Simplify Barrier Income ETF worth $372K as of Q2 2026.
  • Mid-American Wealth Advisory Group sold 376,131 Simplify Barrier Income ETF shares in Q2 2026, an estimated $9.56M.
  • Simplify Barrier Income ETF made up 0.13% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #57 holding.
  • Mid-American Wealth Advisory Group first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Mid-American Wealth Advisory Group's Simplify Barrier Income ETF position peaked at $10.2M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.