Bank of America
SBAR

Bank of America’s Simplify Barrier Income ETF SBAR Stock Holding History

Bank of America’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 		$23.3M Hold
950,000
– – ﹤0.01% 2260
2025
Q4 		$24.9M Buy
+950,000
New +$24.8M ﹤0.01% 2103

Other funds holding SBAR

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $364M AUM 17.23% 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 $484M AUM 48.46% 1-Year Est. Return

Bank of America's SBAR Position: Q1 2026 in Review

Bank of America held its Simplify Barrier Income ETF (SBAR) position steady in Q1 2026 at 950,000 shares worth $23.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

Bank of America first reported a position in SBAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.9M in Q4 2025. 57 funds tracked by Wall St. Rank hold SBAR as of Q1 2026.

  • Bank of America held 950,000 shares of Simplify Barrier Income ETF worth $23.3M as of Q1 2026.
  • Bank of America left its Simplify Barrier Income ETF share count unchanged in Q1 2026.
  • Simplify Barrier Income ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2260 holding.
  • Bank of America first reported a position in Simplify Barrier Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Bank of America's Simplify Barrier Income ETF position peaked at $24.9M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.