RA
SBAR

RiverTree Advisors’s Simplify Barrier Income ETF SBAR Stock Holding History

RiverTree 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 		$3.11M Buy
+126,641
New +$3.26M 1.97% 19

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

RiverTree Advisors's SBAR Position: Q1 2026 in Review

RiverTree Advisors opened a new position in Simplify Barrier Income ETF (SBAR) in Q1 2026: 126,641 shares worth $3.11M. The stake represents 1.97% of the portfolio and ranks #19 among its holdings.

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

  • RiverTree Advisors held 126,641 shares of Simplify Barrier Income ETF worth $3.11M as of Q1 2026.
  • Simplify Barrier Income ETF was a new RiverTree Advisors position in Q1 2026.
  • Simplify Barrier Income ETF made up 1.97% of RiverTree Advisors's portfolio in Q1 2026, its #19 holding.
  • 57 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.