Brookstone Capital Management lifted its stake in shares of Simplify Barrier Income ETF (NYSEARCA:SBAR – Free Report) by 22.7% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 202,103 shares of the company’s stock after buying an additional 37,428 shares during the quarter. Brookstone Capital Management’s holdings in Simplify Barrier Income ETF were worth $4,960,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also modified their holdings of the stock. AE Wealth Management LLC raised its holdings in Simplify Barrier Income ETF by 13.2% in the 4th quarter. AE Wealth Management LLC now owns 435,647 shares of the company’s stock valued at $11,397,000 after acquiring an additional 50,928 shares during the period. Envestnet Asset Management Inc. acquired a new stake in Simplify Barrier Income ETF during the third quarter worth approximately $1,585,000. Networth Advisors LLC bought a new stake in shares of Simplify Barrier Income ETF during the fourth quarter worth approximately $1,401,000. CreativeOne Wealth LLC boosted its holdings in shares of Simplify Barrier Income ETF by 171.4% during the third quarter. CreativeOne Wealth LLC now owns 157,024 shares of the company’s stock worth $4,123,000 after acquiring an additional 99,163 shares during the period. Finally, Mid American Wealth Advisory Group Inc. boosted its holdings in shares of Simplify Barrier Income ETF by 18.3% during the fourth quarter. Mid American Wealth Advisory Group Inc. now owns 390,670 shares of the company’s stock worth $10,220,000 after acquiring an additional 60,345 shares during the period.
Simplify Barrier Income ETF Trading Down 0.7%
Shares of NYSEARCA SBAR opened at $25.66 on Wednesday. Simplify Barrier Income ETF has a 1-year low of $24.26 and a 1-year high of $26.95. The business’s 50 day moving average is $25.51 and its 200-day moving average is $25.67.
Simplify Barrier Income ETF Company 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.
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