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
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 $1.37T 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
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
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

CreativeOne Wealth's SBAR Position: Q1 2026 in Review

CreativeOne Wealth increased its Simplify Barrier Income ETF (SBAR) stake by 20% in Q1 2026, buying an estimated $1.41M and bringing the position to 323,140 shares worth $7.93M. The position accounts for 0.18% of the portfolio, ranked #105.

CreativeOne Wealth first reported a position in SBAR in Q2 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold SBAR as of Q1 2026.

  • CreativeOne Wealth held 323,140 shares of Simplify Barrier Income ETF worth $7.93M as of Q1 2026.
  • CreativeOne Wealth bought 54,892 Simplify Barrier Income ETF shares in Q1 2026, an estimated $1.41M.
  • Simplify Barrier Income ETF made up 0.18% of CreativeOne Wealth's portfolio in Q1 2026, its #105 holding.
  • CreativeOne Wealth first reported a position in Simplify Barrier Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.