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Simplify Exchange Traded Fun shares owned by Private Client Services

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SBAR) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Private Client Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 82k 24.54

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ibonds 2026 Term (IBHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Mid Cap Etf (VO)
Ssga Active Etf Tr State Street Mul (RLY)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Private Client Services

Top funds holding Simplify Exchange Traded Fun

Principal Securities
AE Wealth Management
Mid-American Wealth Advisory Group
Change Path
Envestnet Asset Management
Elevated Capital Advisors
Brookstone Capital Management
POM Investment Strategies
Prevail Innovative Wealth Advisors
Strategic Blueprint
Key Capital Management
Private Client Services
Brookwood Investment Group
Beacon Capital Management
Park Edge Advisors

View all funds holding Simplify Exchange Traded Fun