Montgomery Financial Services’s Simplify Barrier Income ETF SBAR Stock Holding History

Montgomery Financial 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	$27.7K	Buy	+1,083	New	+$27.5K	0.02%	101

Other funds holding SBAR

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Montgomery Financial Services's SBAR Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Simplify Barrier Income ETF (SBAR) in Q2 2026: 1,083 shares worth $27.7K. The stake represents 0.02% of the portfolio and ranks #101 among its holdings.

68 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

Montgomery Financial Services held 1,083 shares of Simplify Barrier Income ETF worth $27.7K as of Q2 2026.
Simplify Barrier Income ETF was a new Montgomery Financial Services position in Q2 2026.
Simplify Barrier Income ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #101 holding.
68 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.