Advisory Services Network
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Advisory Services Network’s Simplify Barrier Income ETF SBAR Stock Holding History

Advisory Services Network’s Portfolio SBAR Stock Details SBAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,789
Closed -$314K – 4892
2026
Q1 		$314K Buy
12,789
+1,355
+12% +$34.8K ﹤0.01% 1564
2025
Q4 		$299K Buy
+11,434
New +$299K ﹤0.01% 1484

Other funds holding SBAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return

Advisory Services Network's SBAR Position: Q2 2026 in Review

Advisory Services Network sold out of Simplify Barrier Income ETF (SBAR) in Q2 2026, closing a stake of 12,789 shares — an estimated $314K sold.

Advisory Services Network first reported a position in SBAR in Q4 2025 and held it in 2 quarters. The position peaked at $314K in Q1 2026. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Advisory Services Network reported no remaining Simplify Barrier Income ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 12,789 Simplify Barrier Income ETF shares in Q2 2026, an estimated $314K.
  • Advisory Services Network first reported a position in Simplify Barrier Income ETF in Q4 2025 and held it in 2 quarters.
  • Advisory Services Network's Simplify Barrier Income ETF position peaked at $314K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.