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

Everstar 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	$263K	Buy	+10,270	New	+$261K	0.13%	158

Other funds holding SBAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Everstar Asset Management opened a new position in Simplify Barrier Income ETF (SBAR) in Q2 2026: 10,270 shares worth $263K. The stake represents 0.13% of the portfolio and ranks #158 among its holdings.

70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

Everstar Asset Management held 10,270 shares of Simplify Barrier Income ETF worth $263K as of Q2 2026.
Simplify Barrier Income ETF was a new Everstar Asset Management position in Q2 2026.
Simplify Barrier Income ETF made up 0.13% of Everstar Asset Management's portfolio in Q2 2026, its #158 holding.
70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.