OMC
SBAR

Old Mission Capital’s Simplify Barrier Income ETF SBAR Stock Holding History

Old Mission Capital’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 		– Sell
-12,682
Closed -$332K – 1396
2025
Q4 		$332K Sell
12,682
-65,931
-84% -$1.72M 0.01% 820
2025
Q3 		$2.06M Buy
78,613
+52,363
+199% +$1.38M 0.04% 241
2025
Q2 		$688K Buy
+26,250
New +$676K 0.01% 590

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

Old Mission Capital's SBAR Position: Q1 2026 in Review

Old Mission Capital sold out of Simplify Barrier Income ETF (SBAR) in Q1 2026, closing a stake of 12,682 shares — an estimated $332K sold.

Old Mission Capital first reported a position in SBAR in Q2 2025 and held it in 3 quarters. The position peaked at $2.06M in Q3 2025. 57 funds tracked by Wall St. Rank hold SBAR as of Q1 2026.

  • Old Mission Capital reported no remaining Simplify Barrier Income ETF position as of Q1 2026 after selling out during the quarter.
  • Old Mission Capital sold 12,682 Simplify Barrier Income ETF shares in Q1 2026, an estimated $332K.
  • Old Mission Capital first reported a position in Simplify Barrier Income ETF in Q2 2025 and held it in 3 quarters.
  • Old Mission Capital's Simplify Barrier Income ETF position peaked at $2.06M in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.