LWMI
SBAR

Legacy Wealth Management (Idaho)’s Simplify Barrier Income ETF SBAR Stock Holding History

Legacy Wealth Management (Idaho)’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 		$240K Buy
9,777
+1,489
+18% +$38.3K 0.12% 107
2025
Q4 		$217K Sell
8,288
-1,578
-16% -$41.2K 0.1% 99
2025
Q3 		$259K Buy
9,866
+3,739
+61% +$98.3K 0.12% 85
2025
Q2 		$161K Buy
+6,127
New +$158K 0.08% 81

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Legacy Wealth Management (Idaho)'s SBAR Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Simplify Barrier Income ETF (SBAR) stake by 18% in Q1 2026, buying an estimated $38.3K and bringing the position to 9,777 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #107.

Legacy Wealth Management (Idaho) first reported a position in SBAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $259K in Q3 2025. 57 funds tracked by Wall St. Rank hold SBAR as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 9,777 shares of Simplify Barrier Income ETF worth $240K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 1,489 Simplify Barrier Income ETF shares in Q1 2026, an estimated $38.3K.
  • Simplify Barrier Income ETF made up 0.12% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #107 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Simplify Barrier Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s Simplify Barrier Income ETF position peaked at $259K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.