PIWA
SBAR

Prevail Innovative Wealth Advisors’s Simplify Barrier Income ETF SBAR Stock Holding History

Prevail Innovative Wealth Advisors’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
-271,391
Closed -$6.66M – 245
2026
Q1 		$6.66M Buy
271,391
+174,255
+179% +$4.48M 1.12% 37
2025
Q4 		$2.54M Buy
+97,136
New +$2.54M 0.46% 78

Other funds holding SBAR

PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 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
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SBAR Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of Simplify Barrier Income ETF (SBAR) in Q2 2026, closing a stake of 271,391 shares — an estimated $6.66M sold.

Prevail Innovative Wealth Advisors first reported a position in SBAR in Q4 2025 and held it in 2 quarters. The position peaked at $6.66M in Q1 2026. 21 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Prevail Innovative Wealth Advisors reported no remaining Simplify Barrier Income ETF position as of Q2 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 271,391 Simplify Barrier Income ETF shares in Q2 2026, an estimated $6.66M.
  • Prevail Innovative Wealth Advisors first reported a position in Simplify Barrier Income ETF in Q4 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Simplify Barrier Income ETF position peaked at $6.66M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.