Prosperity Wealth Management’s Simplify Barrier Income ETF SBAR Stock Holding History

Prosperity Wealth Management’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
2025 Q4	$506K	Buy	+19,329	New	+$505K	0.17%	129

Other funds holding SBAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Prosperity Wealth Management's SBAR Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Simplify Barrier Income ETF (SBAR) in Q4 2025: 19,329 shares worth $506K. The stake represents 0.17% of the portfolio and ranks #129 among its holdings.

47 funds tracked by Wall St. Rank hold SBAR as of Q4 2025.

Prosperity Wealth Management held 19,329 shares of Simplify Barrier Income ETF worth $506K as of Q4 2025.
Simplify Barrier Income ETF was a new Prosperity Wealth Management position in Q4 2025.
Simplify Barrier Income ETF made up 0.17% of Prosperity Wealth Management's portfolio in Q4 2025, its #129 holding.
47 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.