CPL
SBAR

CAP Partners LLC’s Simplify Barrier Income ETF SBAR Stock Holding History

CAP Partners LLC’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 		$444K Buy
17,346
+5,720
+49% +$145K 0.22% 97
2026
Q1 		$285K Buy
+11,626
New +$299K 0.16% 124

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAP Partners LLC's SBAR Position: Q2 2026 in Review

CAP Partners LLC increased its Simplify Barrier Income ETF (SBAR) stake by 49% in Q2 2026, buying an estimated $145K and bringing the position to 17,346 shares worth $444K. The position accounts for 0.22% of the portfolio, ranked #97.

CAP Partners LLC first reported a position in SBAR in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • CAP Partners LLC held 17,346 shares of Simplify Barrier Income ETF worth $444K as of Q2 2026.
  • CAP Partners LLC bought 5,720 Simplify Barrier Income ETF shares in Q2 2026, an estimated $145K.
  • Simplify Barrier Income ETF made up 0.22% of CAP Partners LLC's portfolio in Q2 2026, its #97 holding.
  • CAP Partners LLC first reported a position in Simplify Barrier Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.