KCM
SBAR

Key Capital Management’s Simplify Barrier Income ETF SBAR Stock Holding History

Key Capital 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 		$4.33M Buy
169,216
+13,312
+9% +$338K 2.23% 13
2026
Q1 		$3.83M Buy
155,904
+70,553
+83% +$1.81M 2.53% 12
2025
Q4 		$2.23M Buy
+85,351
New +$2.23M 2.21% 12

Other funds holding SBAR

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
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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Key Capital Management's SBAR Position: Q2 2026 in Review

Key Capital Management increased its Simplify Barrier Income ETF (SBAR) stake by 8.5% in Q2 2026, buying an estimated $338K and bringing the position to 169,216 shares worth $4.33M. The position accounts for 2.23% of the portfolio, ranked #13.

Key Capital Management first reported a position in SBAR in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Key Capital Management held 169,216 shares of Simplify Barrier Income ETF worth $4.33M as of Q2 2026.
  • Key Capital Management bought 13,312 Simplify Barrier Income ETF shares in Q2 2026, an estimated $338K.
  • Simplify Barrier Income ETF made up 2.23% of Key Capital Management's portfolio in Q2 2026, its #13 holding.
  • Key Capital Management first reported a position in Simplify Barrier Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.