Cetera Investment Advisers
SBAR

Cetera Investment Advisers’s Simplify Barrier Income ETF SBAR Stock Holding History

Cetera Investment Advisers’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 		$1.14M Sell
46,650
-3,872
-8% -$99.5K ﹤0.01% 2791
2025
Q4 		$1.32M Buy
50,522
+1,015
+2% +$26.5K ﹤0.01% 2590
2025
Q3 		$1.3M Buy
+49,507
New +$1.3M ﹤0.01% 2544

Other funds holding SBAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cetera Investment Advisers's SBAR Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Simplify Barrier Income ETF (SBAR) stake by 7.7% in Q1 2026, selling an estimated $99.5K and leaving 46,650 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Cetera Investment Advisers first reported a position in SBAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.32M in Q4 2025. 57 funds tracked by Wall St. Rank hold SBAR as of Q1 2026.

  • Cetera Investment Advisers held 46,650 shares of Simplify Barrier Income ETF worth $1.14M as of Q1 2026.
  • Cetera Investment Advisers sold 3,872 Simplify Barrier Income ETF shares in Q1 2026, an estimated $99.5K.
  • Simplify Barrier Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2791 holding.
  • Cetera Investment Advisers first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Simplify Barrier Income ETF position peaked at $1.32M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.