SB
SBAR

Strategic Blueprint’s Simplify Barrier Income ETF SBAR Stock Holding History

Strategic Blueprint’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 		$3.54M Sell
138,204
-8,059
-6% -$205K 0.18% 132
2026
Q1 		$3.59M Buy
146,263
+58,497
+67% +$1.5M 0.21% 119
2025
Q4 		$2.3M Buy
87,766
+41,022
+88% +$1.07M 0.14% 151
2025
Q3 		$1.23M Buy
+46,744
New +$1.23M 0.05% 301

Other funds holding SBAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Strategic Blueprint's SBAR Position: Q2 2026 in Review

Strategic Blueprint reduced its Simplify Barrier Income ETF (SBAR) stake by 5.5% in Q2 2026, selling an estimated $205K and leaving 138,204 shares worth $3.54M. The position accounts for 0.18% of the portfolio, ranked #132.

Strategic Blueprint first reported a position in SBAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.59M in Q1 2026. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Strategic Blueprint held 138,204 shares of Simplify Barrier Income ETF worth $3.54M as of Q2 2026.
  • Strategic Blueprint sold 8,059 Simplify Barrier Income ETF shares in Q2 2026, an estimated $205K.
  • Simplify Barrier Income ETF made up 0.18% of Strategic Blueprint's portfolio in Q2 2026, its #132 holding.
  • Strategic Blueprint first reported a position in Simplify Barrier Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Blueprint's Simplify Barrier Income ETF position peaked at $3.59M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.