SAM
SBAR

Simplify Asset Management’s Simplify Barrier Income ETF SBAR Stock Holding History

Simplify Asset Management’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
2025
Q4 		– Sell
-273,188
Closed -$7.17M – 166
2025
Q3 		$7.17M Sell
273,188
-826,812
-75% -$21.7M 0.13% 24
2025
Q2 		$28.8M Buy
+1,100,000
New +$28.3M 1.45% 10

Other funds holding SBAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $88.3M AUM 15.23% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Simplify Asset Management's SBAR Position: Q4 2025 in Review

Simplify Asset Management sold out of Simplify Barrier Income ETF (SBAR) in Q4 2025, closing a stake of 273,188 shares — an estimated $7.17M sold.

Simplify Asset Management first reported a position in SBAR in Q2 2025 and held it in 2 quarters. The position peaked at $28.8M in Q2 2025. 46 funds tracked by Wall St. Rank hold SBAR as of Q4 2025.

  • Simplify Asset Management reported no remaining Simplify Barrier Income ETF position as of Q4 2025 after selling out during the quarter.
  • Simplify Asset Management sold 273,188 Simplify Barrier Income ETF shares in Q4 2025, an estimated $7.17M.
  • Simplify Asset Management first reported a position in Simplify Barrier Income ETF in Q2 2025 and held it in 2 quarters.
  • Simplify Asset Management's Simplify Barrier Income ETF position peaked at $28.8M in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q4 2025.

Based on Simplify Asset Management's 13F filing for Q4 2025, filed 9 Feb 2026.