Wealth Enhancement Trust Services’s Simplify Barrier Income ETF SBAR Stock Holding History

Wealth Enhancement Trust Services’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	$41K	Buy	+1,603	New	+$40.8K	﹤0.01%	520

Other funds holding SBAR

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 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

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Wealth Enhancement Trust Services's SBAR Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Simplify Barrier Income ETF (SBAR) in Q2 2026: 1,603 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings.

55 funds tracked by Wall St. Rank hold SBAR as of Q2 2026.

Wealth Enhancement Trust Services held 1,603 shares of Simplify Barrier Income ETF worth $41K as of Q2 2026.
Simplify Barrier Income ETF was a new Wealth Enhancement Trust Services position in Q2 2026.
Simplify Barrier Income ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #520 holding.
55 funds tracked by Wall St. Rank held Simplify Barrier Income ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.