PCIA
SBAR

Prime Capital Investment Advisors’s Simplify Barrier Income ETF SBAR Stock Holding History

Prime Capital Investment 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
Q1 		$6.07M Buy
+247,287
New +$6.36M 0.07% 199

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Prime Capital Investment Advisors's SBAR Position: Q1 2026 in Review

Prime Capital Investment Advisors opened a new position in Simplify Barrier Income ETF (SBAR) in Q1 2026: 247,287 shares worth $6.07M. The stake represents 0.07% of the portfolio and ranks #199 among its holdings.

57 funds tracked by Wall St. Rank hold SBAR as of Q1 2026.

  • Prime Capital Investment Advisors held 247,287 shares of Simplify Barrier Income ETF worth $6.07M as of Q1 2026.
  • Simplify Barrier Income ETF was a new Prime Capital Investment Advisors position in Q1 2026.
  • Simplify Barrier Income ETF made up 0.07% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #199 holding.
  • 57 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.