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Professional Financial Advisors’s Simplify Barrier Income ETF SBAR Stock Holding History

Professional Financial 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 		$1.63M Sell
64,283
-2,114
-3% -$54.1K 0.28% 61
2026
Q2 		$1.7M Buy
66,397
+8,821
+15% +$224K 0.29% 59
2026
Q1 		$1.41M Buy
+57,576
New +$1.48M 0.29% 59

Other funds holding SBAR

PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
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
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

Professional Financial Advisors's SBAR Position: Q3 2026 in Review

Professional Financial Advisors reduced its Simplify Barrier Income ETF (SBAR) stake by 3.2% in Q3 2026, selling an estimated $54.1K and leaving 64,283 shares worth $1.63M. The position accounts for 0.28% of the portfolio, ranked #61.

Professional Financial Advisors first reported a position in SBAR in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.7M in Q2 2026. 10 funds tracked by Wall St. Rank hold SBAR as of Q3 2026.

  • Professional Financial Advisors held 64,283 shares of Simplify Barrier Income ETF worth $1.63M as of Q3 2026.
  • Professional Financial Advisors sold 2,114 Simplify Barrier Income ETF shares in Q3 2026, an estimated $54.1K.
  • Simplify Barrier Income ETF made up 0.28% of Professional Financial Advisors's portfolio in Q3 2026, its #61 holding.
  • Professional Financial Advisors first reported a position in Simplify Barrier Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Professional Financial Advisors's Simplify Barrier Income ETF position peaked at $1.7M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.