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

Envestnet Asset Management's SBAR Position: Q1 2026 in Review

Envestnet Asset Management increased its Simplify Barrier Income ETF (SBAR) stake by 86% in Q1 2026, buying an estimated $5.36M and bringing the position to 451,171 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Envestnet Asset Management first reported a position in SBAR in Q3 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold SBAR as of Q1 2026.

  • Envestnet Asset Management held 451,171 shares of Simplify Barrier Income ETF worth $11.1M as of Q1 2026.
  • Envestnet Asset Management bought 208,534 Simplify Barrier Income ETF shares in Q1 2026, an estimated $5.36M.
  • Simplify Barrier Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1764 holding.
  • Envestnet Asset Management first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.