OL
SBAR

Owen LaRue’s Simplify Barrier Income ETF SBAR Stock Holding History

Owen LaRue’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 		$718K Sell
28,035
-5,364
-16% -$136K 0.25% 79
2026
Q1 		$820K Sell
33,399
-25,570
-43% -$657K 0.31% 67
2025
Q4 		$1.54M Buy
+58,969
New +$1.54M 0.59% 45

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

Owen LaRue's SBAR Position: Q2 2026 in Review

Owen LaRue reduced its Simplify Barrier Income ETF (SBAR) stake by 16% in Q2 2026, selling an estimated $136K and leaving 28,035 shares worth $718K. The position accounts for 0.25% of the portfolio, ranked #79.

Owen LaRue first reported a position in SBAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.54M in Q4 2025. 21 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Owen LaRue held 28,035 shares of Simplify Barrier Income ETF worth $718K as of Q2 2026.
  • Owen LaRue sold 5,364 Simplify Barrier Income ETF shares in Q2 2026, an estimated $136K.
  • Simplify Barrier Income ETF made up 0.25% of Owen LaRue's portfolio in Q2 2026, its #79 holding.
  • Owen LaRue first reported a position in Simplify Barrier Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Owen LaRue's Simplify Barrier Income ETF position peaked at $1.54M in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.