SBAR — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Simplify Asset Management Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Simplify Asset Management Inc. reported a position in SIMPLIFY EXCHANGE TRADED FUN (SBAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.45% (2025 Q2)
Avg. % of fund
0.79%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 273,188 -826,812 -75.2% 0.13% $7.2M $24.91
2025 Q2 INITIATED 1,100,000 — — 1.45% $28.8M $24.09
% of Fund (quarterly)    SBAR price (monthly, adj. close)

Other funds also holding SBAR

As of 2025 Q4 — sorted by position size

Mid-American Wealth Advisory Group, Inc. 3Y 4.32% POM Investment Strategies, LLC 1.77% Elevated Capital Advisors, LLC 3Y 1.13% FSA Advisors, Inc. 0.92% Authentikos Wealth Advisory, LLC 0.72% HOWARD BAILEY SECURITIES, LLC 0.7% Owen LaRue, LLC 3Y 0.59% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.46% Blackston Financial Advisory Group, LLC 3Y 0.42% Park Edge Advisors, LLC 0.38%
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