TWM
SBAR

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

Tradition 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
2026
Q2 		– Sell
-93,884
Closed -$2.3M – 582
2026
Q1 		$2.3M Buy
+93,884
New +$2.41M 0.16% 129

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

Tradition Wealth Management's SBAR Position: Q2 2026 in Review

Tradition Wealth Management sold out of Simplify Barrier Income ETF (SBAR) in Q2 2026, closing a stake of 93,884 shares — an estimated $2.3M sold.

Tradition Wealth Management first reported a position in SBAR in Q1 2026 and held it in 1 quarter. The position peaked at $2.3M in Q1 2026. 70 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

  • Tradition Wealth Management reported no remaining Simplify Barrier Income ETF position as of Q2 2026 after selling out during the quarter.
  • Tradition Wealth Management sold 93,884 Simplify Barrier Income ETF shares in Q2 2026, an estimated $2.3M.
  • Tradition Wealth Management first reported a position in Simplify Barrier Income ETF in Q1 2026 and held it in 1 quarter.
  • Tradition Wealth Management's Simplify Barrier Income ETF position peaked at $2.3M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.