PS
SBAR

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

Principal 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
Q1 		$22.3M Buy
910,332
+472,907
+108% +$12.2M 0.33% 56
2025
Q4 		$11.4M Buy
437,425
+349,743
+399% +$9.14M 0.18% 109
2025
Q3 		$2.3M Buy
87,682
+85,358
+3,673% +$2.25M 0.04% 403
2025
Q2 		$60.9K Buy
+2,324
New +$59.8K ﹤0.01% 1776

Other funds holding SBAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

Principal Securities's SBAR Position: Q1 2026 in Review

Principal Securities increased its Simplify Barrier Income ETF (SBAR) stake by 108% in Q1 2026, buying an estimated $12.2M and bringing the position to 910,332 shares worth $22.3M. The position accounts for 0.33% of the portfolio, ranked #56.

Principal Securities first reported a position in SBAR in Q2 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold SBAR as of Q1 2026.

  • Principal Securities held 910,332 shares of Simplify Barrier Income ETF worth $22.3M as of Q1 2026.
  • Principal Securities bought 472,907 Simplify Barrier Income ETF shares in Q1 2026, an estimated $12.2M.
  • Simplify Barrier Income ETF made up 0.33% of Principal Securities's portfolio in Q1 2026, its #56 holding.
  • Principal Securities first reported a position in Simplify Barrier Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.