PIS
SBAR

POM Investment Strategies’s Simplify Barrier Income ETF SBAR Stock Holding History

POM Investment Strategies’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 		$79.5K Sell
3,106
-3,949
-56% -$100K 0.09% 67
2026
Q1 		$173K Sell
7,055
-124,535
-95% -$3.2M 0.22% 55
2025
Q4 		$3.44M Sell
131,590
-4,555
-3% -$119K 1.77% 15
2025
Q3 		$3.58M Buy
+136,145
New +$3.58M 1.94% 15

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

POM Investment Strategies's SBAR Position: Q2 2026 in Review

POM Investment Strategies reduced its Simplify Barrier Income ETF (SBAR) stake by 56% in Q2 2026, selling an estimated $100K and leaving 3,106 shares worth $79.5K. The position accounts for 0.09% of the portfolio, ranked #67.

POM Investment Strategies first reported a position in SBAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.58M in Q3 2025. 33 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • POM Investment Strategies held 3,106 shares of Simplify Barrier Income ETF worth $79.5K as of Q2 2026.
  • POM Investment Strategies sold 3,949 Simplify Barrier Income ETF shares in Q2 2026, an estimated $100K.
  • Simplify Barrier Income ETF made up 0.09% of POM Investment Strategies's portfolio in Q2 2026, its #67 holding.
  • POM Investment Strategies first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 4 quarters since.
  • POM Investment Strategies's Simplify Barrier Income ETF position peaked at $3.58M in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.