AE Wealth Management LLC Increases Stock Holdings in Simplify Barrier Income ETF $SBAR

AE Wealth Management LLC raised its position in shares of Simplify Barrier Income ETF (NYSEARCA:SBAR) by 13.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 435,647 shares of the company’s stock after buying an additional 50,928 shares during the quarter. AE Wealth Management LLC owned about 5.73% of Simplify Barrier Income ETF worth $11,397,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Key Capital Management INC purchased a new position in Simplify Barrier Income ETF during the fourth quarter valued at $2,233,000. Farther Finance Advisors LLC lifted its position in Simplify Barrier Income ETF by 64.1% during the fourth quarter. Farther Finance Advisors LLC now owns 54,863 shares of the company’s stock valued at $1,435,000 after buying an additional 21,436 shares during the period. Mid American Wealth Advisory Group Inc. lifted its position in 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 valued at $10,220,000 after buying an additional 60,345 shares during the period. Networth Advisors LLC purchased a new position in Simplify Barrier Income ETF during the fourth quarter valued at $1,401,000. Finally, Triad Wealth Partners LLC lifted its position in Simplify Barrier Income ETF by 56.9% during the fourth quarter. Triad Wealth Partners LLC now owns 15,376 shares of the company’s stock valued at $402,000 after buying an additional 5,579 shares during the period.

Simplify Barrier Income ETF Price Performance

Shares of Simplify Barrier Income ETF stock opened at $25.72 on Friday. The business has a fifty day simple moving average of $25.28 and a two-hundred day simple moving average of $25.85. Simplify Barrier Income ETF has a 12 month low of $24.26 and a 12 month high of $26.95.

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.