SIS
SBAR

Sound Income Strategies’s Simplify Barrier Income ETF SBAR Stock Holding History

Sound Income 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 		– Sell
-352
Closed -$8.59K – 2552
2026
Q1 		$8.59K Sell
352
-605
-63% -$15.6K ﹤0.01% 1579
2025
Q4 		$25.2K Buy
957
+748
+358% +$19.6K ﹤0.01% 1055
2025
Q3 		$5.45K Buy
+209
New +$5.5K ﹤0.01% 1155

Other funds holding SBAR

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 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
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

Sound Income Strategies's SBAR Position: Q2 2026 in Review

Sound Income Strategies sold out of Simplify Barrier Income ETF (SBAR) in Q2 2026, closing a stake of 352 shares — an estimated $8.59K sold.

Sound Income Strategies first reported a position in SBAR in Q3 2025 and held it in 3 quarters. The position peaked at $25.2K in Q4 2025. 38 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Sound Income Strategies reported no remaining Simplify Barrier Income ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 352 Simplify Barrier Income ETF shares in Q2 2026, an estimated $8.59K.
  • Sound Income Strategies first reported a position in Simplify Barrier Income ETF in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Simplify Barrier Income ETF position peaked at $25.2K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.