Envestnet Asset Management
SBAR

Envestnet Asset Management’s Simplify Barrier Income ETF SBAR Stock Holding History

Envestnet Asset Management’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 		$15.3M Buy
597,246
+146,075
+32% +$3.71M ﹤0.01% 1648
2026
Q1 		$11.1M Buy
451,171
+208,534
+86% +$5.36M ﹤0.01% 1764
2025
Q4 		$6.35M Buy
242,637
+182,266
+302% +$4.76M ﹤0.01% 2015
2025
Q3 		$1.59M Buy
+60,371
New +$1.59M ﹤0.01% 3036

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
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
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

Envestnet Asset Management's SBAR Position: Q2 2026 in Review

Envestnet Asset Management increased its Simplify Barrier Income ETF (SBAR) stake by 32% in Q2 2026, buying an estimated $3.71M and bringing the position to 597,246 shares worth $15.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Envestnet Asset Management 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.

  • Envestnet Asset Management held 597,246 shares of Simplify Barrier Income ETF worth $15.3M as of Q2 2026.
  • Envestnet Asset Management bought 146,075 Simplify Barrier Income ETF shares in Q2 2026, an estimated $3.71M.
  • Simplify Barrier Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1648 holding.
  • Envestnet Asset Management 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.