EWM
SBAR

Evolution Wealth Management’s Simplify Barrier Income ETF SBAR Stock Holding History

Evolution Wealth 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 		$37.4K Sell
1,460
-9,747
-87% -$248K 0.02% 353
2026
Q1 		$275K Buy
11,207
+3,147
+39% +$80.9K 0.2% 89
2025
Q4 		$211K Sell
8,060
-9,345
-54% -$244K 0.17% 95
2025
Q3 		$457K Buy
+17,405
New +$458K 0.47% 44

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
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

Evolution Wealth Management's SBAR Position: Q2 2026 in Review

Evolution Wealth Management reduced its Simplify Barrier Income ETF (SBAR) stake by 87% in Q2 2026, selling an estimated $248K and leaving 1,460 shares worth $37.4K. The position accounts for 0.02% of the portfolio, ranked #353.

Evolution Wealth Management first reported a position in SBAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $457K in Q3 2025. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Evolution Wealth Management held 1,460 shares of Simplify Barrier Income ETF worth $37.4K as of Q2 2026.
  • Evolution Wealth Management sold 9,747 Simplify Barrier Income ETF shares in Q2 2026, an estimated $248K.
  • Simplify Barrier Income ETF made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #353 holding.
  • Evolution Wealth Management first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Simplify Barrier Income ETF position peaked at $457K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.