AWM
SBAR

AE Wealth Management’s Simplify Barrier Income ETF SBAR Stock Holding History

AE Wealth Management’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
Q1 		$14.5M Buy
591,003
+155,356
+36% +$3.99M 0.08% 245
2025
Q4 		$11.4M Buy
435,647
+50,928
+13% +$1.33M 0.07% 270
2025
Q3 		$10.1M Buy
+384,719
New +$10.1M 0.06% 264

Other funds holding SBAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return

AE Wealth Management's SBAR Position: Q1 2026 in Review

AE Wealth Management increased its Simplify Barrier Income ETF (SBAR) stake by 36% in Q1 2026, buying an estimated $3.99M and bringing the position to 591,003 shares worth $14.5M. The position accounts for 0.08% of the portfolio, ranked #245.

AE Wealth Management first reported a position in SBAR in Q3 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold SBAR as of Q1 2026.

  • AE Wealth Management held 591,003 shares of Simplify Barrier Income ETF worth $14.5M as of Q1 2026.
  • AE Wealth Management bought 155,356 Simplify Barrier Income ETF shares in Q1 2026, an estimated $3.99M.
  • Simplify Barrier Income ETF made up 0.08% of AE Wealth Management's portfolio in Q1 2026, its #245 holding.
  • AE Wealth Management first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.