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
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 $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 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: Q1 2026 in Review

Triad Wealth Partners increased its Simplify Barrier Income ETF (SBAR) stake by 16% in Q1 2026, buying an estimated $63.6K and bringing the position to 17,851 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #303.

Triad Wealth Partners first reported a position in SBAR in Q3 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold SBAR as of Q1 2026.

  • Triad Wealth Partners held 17,851 shares of Simplify Barrier Income ETF worth $438K as of Q1 2026.
  • Triad Wealth Partners bought 2,475 Simplify Barrier Income ETF shares in Q1 2026, an estimated $63.6K.
  • Simplify Barrier Income ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #303 holding.
  • Triad Wealth Partners first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.