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RiverTree Advisors’s Simplify Barrier Income ETF SBAR Stock Holding History

RiverTree 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 		$2.39M Sell
94,399
-38,285
-29% -$980K 1.43% 23
2026
Q2 		$3.4M Buy
132,684
+6,043
+5% +$154K 2.01% 19
2026
Q1 		$3.11M Buy
+126,641
New +$3.26M 1.97% 19

Other funds holding SBAR

PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Signal Advisors Wealth
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
IWM
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
Fiduciary Alliance
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

RiverTree Advisors's SBAR Position: Q3 2026 in Review

RiverTree Advisors reduced its Simplify Barrier Income ETF (SBAR) stake by 29% in Q3 2026, selling an estimated $980K and leaving 94,399 shares worth $2.39M. The position accounts for 1.43% of the portfolio, ranked #23.

RiverTree Advisors first reported a position in SBAR in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.4M in Q2 2026. 16 funds tracked by Wall St. Rank hold SBAR as of Q3 2026.

  • RiverTree Advisors held 94,399 shares of Simplify Barrier Income ETF worth $2.39M as of Q3 2026.
  • RiverTree Advisors sold 38,285 Simplify Barrier Income ETF shares in Q3 2026, an estimated $980K.
  • Simplify Barrier Income ETF made up 1.43% of RiverTree Advisors's portfolio in Q3 2026, its #23 holding.
  • RiverTree Advisors first reported a position in Simplify Barrier Income ETF in Q1 2026 and has held it in 3 quarters since.
  • RiverTree Advisors's Simplify Barrier Income ETF position peaked at $3.4M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q3 2026.

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