ECA
SBAR

Elevated Capital Advisors’s Simplify Barrier Income ETF SBAR Stock Holding History

Elevated Capital Advisors’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 		$8.21M Buy
320,829
+32,874
+11% +$836K 2.26% 8
2026
Q1 		$7.07M Buy
287,955
+102,471
+55% +$2.63M 1.78% 12
2025
Q4 		$4.85M Buy
185,484
+34,785
+23% +$909K 1.13% 16
2025
Q3 		$3.96M Buy
+150,699
New +$3.96M 0.98% 23

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
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

Elevated Capital Advisors's SBAR Position: Q2 2026 in Review

Elevated Capital Advisors increased its Simplify Barrier Income ETF (SBAR) stake by 11% in Q2 2026, buying an estimated $836K and bringing the position to 320,829 shares worth $8.21M. The position accounts for 2.26% of the portfolio, ranked #8.

Elevated Capital Advisors first reported a position in SBAR in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Elevated Capital Advisors held 320,829 shares of Simplify Barrier Income ETF worth $8.21M as of Q2 2026.
  • Elevated Capital Advisors bought 32,874 Simplify Barrier Income ETF shares in Q2 2026, an estimated $836K.
  • Simplify Barrier Income ETF made up 2.26% of Elevated Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Elevated Capital Advisors first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.