387,028 Shares in Simplify Barrier Income ETF $SBAR Acquired by Private Client Services LLC

Private Client Services LLC bought a new stake in Simplify Barrier Income ETF (NYSEARCA:SBAR) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 387,028 shares of the company’s stock, valued at approximately $9,811,000. Simplify Barrier Income ETF comprises 2.7% of Private Client Services LLC’s portfolio, making the stock its 6th largest position. Private Client Services LLC owned 2.32% of Simplify Barrier Income ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in SBAR. Montgomery Financial Services LLC acquired a new position in shares of Simplify Barrier Income ETF in the 2nd quarter worth approximately $28,000. Islay Capital Management LLC raised its stake in Simplify Barrier Income ETF by 52.7% during the fourth quarter. Islay Capital Management LLC now owns 4,275 shares of the company’s stock worth $112,000 after buying an additional 1,475 shares during the last quarter. Legacy Wealth Managment LLC ID raised its stake in Simplify Barrier Income ETF by 18.0% during the first quarter. Legacy Wealth Managment LLC ID now owns 9,777 shares of the company’s stock worth $240,000 after buying an additional 1,489 shares during the last quarter. Noble Wealth Management PBC raised its stake in Simplify Barrier Income ETF by 5.4% during the second quarter. Noble Wealth Management PBC now owns 10,121 shares of the company’s stock worth $259,000 after buying an additional 515 shares during the last quarter. Finally, Decker Retirement Planning Inc. lifted its holdings in Simplify Barrier Income ETF by 46.3% in the first quarter. Decker Retirement Planning Inc. now owns 10,462 shares of the company’s stock valued at $257,000 after buying an additional 3,309 shares during the period.

Simplify Barrier Income ETF Stock Performance

SBAR traded up $0.11 during trading on Friday, reaching $25.43. 123,149 shares of the stock traded hands, compared to its average volume of 156,294. The stock’s 50-day moving average is $25.59 and its 200 day moving average is $25.45. Simplify Barrier Income ETF has a 12 month low of $24.26 and a 12 month high of $26.78.

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.