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Brookwood Investment Group’s Simplify Barrier Income ETF SBAR Stock Holding History

Brookwood Investment Group’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 		$2.59M Sell
101,273
-9,797
-9% -$249K 0.29% 78
2026
Q1 		$2.73M Buy
111,070
+40,630
+58% +$1.04M 0.34% 70
2025
Q4 		$1.84M Buy
70,440
+15,495
+28% +$405K 0.22% 84
2025
Q3 		$1.44M Buy
+54,945
New +$1.45M 0.19% 102

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

Brookwood Investment Group's SBAR Position: Q2 2026 in Review

Brookwood Investment Group reduced its Simplify Barrier Income ETF (SBAR) stake by 8.8% in Q2 2026, selling an estimated $249K and leaving 101,273 shares worth $2.59M. The position accounts for 0.29% of the portfolio, ranked #78.

Brookwood Investment Group first reported a position in SBAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.73M in Q1 2026. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Brookwood Investment Group held 101,273 shares of Simplify Barrier Income ETF worth $2.59M as of Q2 2026.
  • Brookwood Investment Group sold 9,797 Simplify Barrier Income ETF shares in Q2 2026, an estimated $249K.
  • Simplify Barrier Income ETF made up 0.29% of Brookwood Investment Group's portfolio in Q2 2026, its #78 holding.
  • Brookwood Investment Group first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Brookwood Investment Group's Simplify Barrier Income ETF position peaked at $2.73M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.