Park Edge Advisors
SBAR icon

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
Q3 		$2.81M Buy
110,811
+18,454
+20% +$472K 0.59% 31
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Park Edge Advisors's SBAR Position: Q3 2026 in Review

Park Edge Advisors increased its Simplify Barrier Income ETF (SBAR) stake by 20% in Q3 2026, buying an estimated $472K and bringing the position to 110,811 shares worth $2.81M. The position accounts for 0.59% of the portfolio, ranked #31.

Park Edge Advisors first reported a position in SBAR in Q4 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold SBAR as of Q3 2026.

  • Park Edge Advisors held 110,811 shares of Simplify Barrier Income ETF worth $2.81M as of Q3 2026.
  • Park Edge Advisors bought 18,454 Simplify Barrier Income ETF shares in Q3 2026, an estimated $472K.
  • Simplify Barrier Income ETF made up 0.59% of Park Edge Advisors's portfolio in Q3 2026, its #31 holding.
  • Park Edge Advisors first reported a position in Simplify Barrier Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.