CW
SBAR

CreativeOne Wealth’s Simplify Barrier Income ETF SBAR Stock Holding History

CreativeOne Wealth’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 		$12.6M Buy
492,181
+169,041
+52% +$4.3M 0.27% 64
2026
Q1 		$7.93M Buy
323,140
+54,892
+20% +$1.41M 0.18% 105
2025
Q4 		$7.02M Buy
268,248
+111,224
+71% +$2.91M 0.17% 107
2025
Q3 		$4.12M Buy
157,024
+99,163
+171% +$2.61M 0.1% 186
2025
Q2 		$1.52M Buy
+57,861
New +$1.49M 0.04% 415

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
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
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

CreativeOne Wealth's SBAR Position: Q2 2026 in Review

CreativeOne Wealth increased its Simplify Barrier Income ETF (SBAR) stake by 52% in Q2 2026, buying an estimated $4.3M and bringing the position to 492,181 shares worth $12.6M. The position accounts for 0.27% of the portfolio, ranked #64.

CreativeOne Wealth first reported a position in SBAR in Q2 2025 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • CreativeOne Wealth held 492,181 shares of Simplify Barrier Income ETF worth $12.6M as of Q2 2026.
  • CreativeOne Wealth bought 169,041 Simplify Barrier Income ETF shares in Q2 2026, an estimated $4.3M.
  • Simplify Barrier Income ETF made up 0.27% of CreativeOne Wealth's portfolio in Q2 2026, its #64 holding.
  • CreativeOne Wealth first reported a position in Simplify Barrier Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.