PEA
SBAR

Park Edge Advisors’s Simplify Barrier Income ETF SBAR Stock Holding History

Park Edge Advisors’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 		$2.36M Buy
92,357
+10,870
+13% +$276K 0.5% 42
2026
Q1 		$2M Buy
81,487
+16,808
+26% +$432K 0.46% 39
2025
Q4 		$1.69M Buy
+64,679
New +$1.69M 0.38% 57

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
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Park Edge Advisors's SBAR Position: Q2 2026 in Review

Park Edge Advisors increased its Simplify Barrier Income ETF (SBAR) stake by 13% in Q2 2026, buying an estimated $276K and bringing the position to 92,357 shares worth $2.36M. The position accounts for 0.5% of the portfolio, ranked #42.

Park Edge Advisors first reported a position in SBAR in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Park Edge Advisors held 92,357 shares of Simplify Barrier Income ETF worth $2.36M as of Q2 2026.
  • Park Edge Advisors bought 10,870 Simplify Barrier Income ETF shares in Q2 2026, an estimated $276K.
  • Simplify Barrier Income ETF made up 0.5% of Park Edge Advisors's portfolio in Q2 2026, its #42 holding.
  • Park Edge Advisors first reported a position in Simplify Barrier Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.