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Private Client Services’s Simplify Barrier Income ETF SBAR Stock Holding History

Private Client 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
Q3 		$9.81M Buy
387,028
+27,239
+8% +$697K 2.64% 6
2026
Q2 		$9.21M Buy
359,789
+277,449
+337% +$7.05M 2.41% 9
2026
Q1 		$2.02M Buy
+82,340
New +$2.12M 0.6% 41

Other funds holding SBAR

RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Private Client Services's SBAR Position: Q3 2026 in Review

Private Client Services increased its Simplify Barrier Income ETF (SBAR) stake by 7.6% in Q3 2026, buying an estimated $697K and bringing the position to 387,028 shares worth $9.81M. The position accounts for 2.64% of the portfolio, ranked #6.

Private Client Services first reported a position in SBAR in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold SBAR as of Q3 2026.

  • Private Client Services held 387,028 shares of Simplify Barrier Income ETF worth $9.81M as of Q3 2026.
  • Private Client Services bought 27,239 Simplify Barrier Income ETF shares in Q3 2026, an estimated $697K.
  • Simplify Barrier Income ETF made up 2.64% of Private Client Services's portfolio in Q3 2026, its #6 holding.
  • Private Client Services first reported a position in Simplify Barrier Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.