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Authentikos Wealth Advisory’s Simplify Barrier Income ETF SBAR Stock Holding History

Authentikos Wealth Advisory’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 		$1.62M Buy
63,443
+3,994
+7% +$102K 1.04% 25
2026
Q1 		$1.46M Buy
59,449
+18,017
+43% +$463K 0.99% 31
2025
Q4 		$1.08M Buy
41,432
+2,748
+7% +$71.8K 0.72% 36
2025
Q3 		$1.02M Buy
+38,684
New +$1.02M 0.67% 37

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 $9.99B AUM 23.61% 1-Year Est. Return

Authentikos Wealth Advisory's SBAR Position: Q2 2026 in Review

Authentikos Wealth Advisory increased its Simplify Barrier Income ETF (SBAR) stake by 6.7% in Q2 2026, buying an estimated $102K and bringing the position to 63,443 shares worth $1.62M. The position accounts for 1.04% of the portfolio, ranked #25.

Authentikos Wealth Advisory first reported a position in SBAR in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Authentikos Wealth Advisory held 63,443 shares of Simplify Barrier Income ETF worth $1.62M as of Q2 2026.
  • Authentikos Wealth Advisory bought 3,994 Simplify Barrier Income ETF shares in Q2 2026, an estimated $102K.
  • Simplify Barrier Income ETF made up 1.04% of Authentikos Wealth Advisory's portfolio in Q2 2026, its #25 holding.
  • Authentikos Wealth Advisory first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.