Brookstone Capital Management
SBAR icon

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
Q3 		$9.01M Buy
355,468
+61,819
+21% +$1.58M 0.09% 233
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Brookstone Capital Management's SBAR Position: Q3 2026 in Review

Brookstone Capital Management increased its Simplify Barrier Income ETF (SBAR) stake by 21% in Q3 2026, buying an estimated $1.58M and bringing the position to 355,468 shares worth $9.01M. The position accounts for 0.09% of the portfolio, ranked #233.

Brookstone Capital Management first reported a position in SBAR in Q3 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold SBAR as of Q3 2026.

  • Brookstone Capital Management held 355,468 shares of Simplify Barrier Income ETF worth $9.01M as of Q3 2026.
  • Brookstone Capital Management bought 61,819 Simplify Barrier Income ETF shares in Q3 2026, an estimated $1.58M.
  • Simplify Barrier Income ETF made up 0.09% of Brookstone Capital Management's portfolio in Q3 2026, its #233 holding.
  • Brookstone Capital Management first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.