NBC Securities
SBAR icon

NBC Securities’s Simplify Barrier Income ETF SBAR Stock Holding History

NBC Securities’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 		$669K Buy
26,149
+17,266
+194% +$439K 0.05% 429
2026
Q1 		$218K Buy
8,883
+4,184
+89% +$108K 0.02% 809
2025
Q4 		$123K Buy
4,699
+4,194
+830% +$110K 0.01% 1005
2025
Q3 		$13.3K Buy
+505
New +$13.3K ﹤0.01% 1920

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
Principal Securities
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
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

NBC Securities's SBAR Position: Q2 2026 in Review

NBC Securities increased its Simplify Barrier Income ETF (SBAR) stake by 194% in Q2 2026, buying an estimated $439K and bringing the position to 26,149 shares worth $669K. The position accounts for 0.05% of the portfolio, ranked #429.

NBC Securities first reported a position in SBAR in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • NBC Securities held 26,149 shares of Simplify Barrier Income ETF worth $669K as of Q2 2026.
  • NBC Securities bought 17,266 Simplify Barrier Income ETF shares in Q2 2026, an estimated $439K.
  • Simplify Barrier Income ETF made up 0.05% of NBC Securities's portfolio in Q2 2026, its #429 holding.
  • NBC Securities first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.