Kestra Private Wealth Services LLC Makes New $1.11 Million Investment in Simplify Barrier Income ETF $SBAR

Kestra Private Wealth Services LLC purchased a new position in shares of Simplify Barrier Income ETF (NYSEARCA:SBAR) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 42,484 shares of the company’s stock, valued at approximately $1,111,000.

A number of other institutional investors also recently added to or reduced their stakes in the business. AE Wealth Management LLC boosted its position in Simplify Barrier Income ETF by 13.2% during the 4th quarter. AE Wealth Management LLC now owns 435,647 shares of the company’s stock worth $11,397,000 after acquiring an additional 50,928 shares during the period. Mid American Wealth Advisory Group Inc. raised its stake in shares of Simplify Barrier Income ETF by 18.3% in the 4th quarter. Mid American Wealth Advisory Group Inc. now owns 390,670 shares of the company’s stock worth $10,220,000 after buying an additional 60,345 shares in the last quarter. Beacon Capital Management LLC bought a new stake in shares of Simplify Barrier Income ETF in the 3rd quarter worth $6,608,000. Elevated Capital Advisors LLC raised its stake in shares of Simplify Barrier Income ETF by 23.1% in the 4th quarter. Elevated Capital Advisors LLC now owns 185,484 shares of the company’s stock worth $4,852,000 after buying an additional 34,785 shares in the last quarter. Finally, Brookstone Capital Management raised its stake in shares of Simplify Barrier Income ETF by 200.7% in the 4th quarter. Brookstone Capital Management now owns 164,675 shares of the company’s stock worth $4,308,000 after buying an additional 109,909 shares in the last quarter.

Simplify Barrier Income ETF Price Performance

SBAR opened at $25.43 on Friday. Simplify Barrier Income ETF has a one year low of $24.26 and a one year high of $26.95. The stock’s fifty day moving average is $25.22 and its 200-day moving average is $25.81.

Simplify Barrier Income ETF Profile

Simplify Exchange Traded Funds – Simplify Barrier Income ETF is an exchange traded fund launched and managed by Simplify Asset Management Inc The fund invests in public equity and fixed income markets of global region. For its equity portion, it invests directly, through derivatives and through other funds in stocks of companies operating across consumer discretionary, communication services, consumer staples, energy, health care, industrials, information technology, materials, real estate and utilities sectors.