KPWS
SBAR

Kestra Private Wealth Services’s Simplify Barrier Income ETF SBAR Stock Holding History

Kestra Private Wealth Services’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 		– Sell
-44,021
Closed -$1.08M – 1934
2026
Q1 		$1.08M Buy
44,021
+1,537
+4% +$39.5K 0.01% 802
2025
Q4 		$1.11M Buy
+42,484
New +$1.11M 0.01% 768

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

Kestra Private Wealth Services's SBAR Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Simplify Barrier Income ETF (SBAR) in Q2 2026, closing a stake of 44,021 shares — an estimated $1.08M sold.

Kestra Private Wealth Services first reported a position in SBAR in Q4 2025 and held it in 2 quarters. The position peaked at $1.11M in Q4 2025. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Simplify Barrier Income ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 44,021 Simplify Barrier Income ETF shares in Q2 2026, an estimated $1.08M.
  • Kestra Private Wealth Services first reported a position in Simplify Barrier Income ETF in Q4 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's Simplify Barrier Income ETF position peaked at $1.11M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.