BCM
SBAR

Brookstone Capital Management’s Simplify Barrier Income ETF SBAR Stock Holding History

Brookstone Capital 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
Q2 		$7.52M Buy
293,649
+91,546
+45% +$2.33M 0.08% 257
2026
Q1 		$4.96M Buy
202,103
+37,428
+23% +$962K 0.06% 319
2025
Q4 		$4.31M Buy
164,675
+109,909
+201% +$2.87M 0.05% 335
2025
Q3 		$1.44M Buy
+54,766
New +$1.44M 0.02% 518

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
PS
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
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 22.96% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Brookstone Capital Management's SBAR Position: Q2 2026 in Review

Brookstone Capital Management increased its Simplify Barrier Income ETF (SBAR) stake by 45% in Q2 2026, buying an estimated $2.33M and bringing the position to 293,649 shares worth $7.52M. The position accounts for 0.08% of the portfolio, ranked #257.

Brookstone Capital Management 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.

  • Brookstone Capital Management held 293,649 shares of Simplify Barrier Income ETF worth $7.52M as of Q2 2026.
  • Brookstone Capital Management bought 91,546 Simplify Barrier Income ETF shares in Q2 2026, an estimated $2.33M.
  • Simplify Barrier Income ETF made up 0.08% of Brookstone Capital Management's portfolio in Q2 2026, its #257 holding.
  • Brookstone Capital Management 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 Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.