TWP
SBAR

Triad Wealth Partners’s Simplify Barrier Income ETF SBAR Stock Holding History

Triad Wealth Partners’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 		$417K Sell
16,398
-1,453
-8% -$36.9K 0.02% 366
2026
Q1 		$438K Buy
17,851
+2,475
+16% +$63.6K 0.03% 303
2025
Q4 		$402K Buy
15,376
+5,579
+57% +$146K 0.04% 312
2025
Q3 		$257K Buy
+9,797
New +$258K 0.03% 316

Other funds holding SBAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
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 22.96% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 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

Triad Wealth Partners's SBAR Position: Q2 2026 in Review

Triad Wealth Partners reduced its Simplify Barrier Income ETF (SBAR) stake by 8.1% in Q2 2026, selling an estimated $36.9K and leaving 16,398 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #366.

Triad Wealth Partners first reported a position in SBAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $438K in Q1 2026. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Triad Wealth Partners held 16,398 shares of Simplify Barrier Income ETF worth $417K as of Q2 2026.
  • Triad Wealth Partners sold 1,453 Simplify Barrier Income ETF shares in Q2 2026, an estimated $36.9K.
  • Simplify Barrier Income ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #366 holding.
  • Triad Wealth Partners first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's Simplify Barrier Income ETF position peaked at $438K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.