Carson Wealth (CWM LLC)’s Simplify Barrier Income ETF SBAR Stock Holding History

Carson Wealth (CWM 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 Q1	$90.3K	Buy	+3,681	New	+$94.6K	﹤0.01%	3358

Other funds holding SBAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SBAR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Simplify Barrier Income ETF (SBAR) in Q1 2026: 3,681 shares worth $90.3K. The stake represents ﹤0.01% of the portfolio and ranks #3358 among its holdings.

57 funds tracked by Wall St. Rank hold SBAR as of Q1 2026.

Carson Wealth (CWM LLC) held 3,681 shares of Simplify Barrier Income ETF worth $90.3K as of Q1 2026.
Simplify Barrier Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Simplify Barrier Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3358 holding.
57 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.