Brookwood Investment Group’s Simplify Propel Opportunities ETF SURI Stock Holding History

Brookwood Investment Group’s Portfolio SURI Stock Details SURI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-151,920	Closed	-$2.36M	–	599
2026 Q1	$2.36M	Buy	151,920 +52,681	+53%	+$887K	0.29%	80
2025 Q4	$1.65M	Buy	99,239 +18,901	+24%	+$319K	0.2%	97
2025 Q3	$1.25M	Buy	+80,338	New	+$1.25M	0.16%	116

Brookwood Investment Group's SURI Position: Q2 2026 in Review

Brookwood Investment Group sold out of Simplify Propel Opportunities ETF (SURI) in Q2 2026, closing a stake of 151,920 shares — an estimated $2.36M sold.

Brookwood Investment Group first reported a position in SURI in Q3 2025 and held it in 3 quarters. The position peaked at $2.36M in Q1 2026. 0 funds tracked by Wall St. Rank hold SURI as of Q2 2026.

Brookwood Investment Group reported no remaining Simplify Propel Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Brookwood Investment Group sold 151,920 Simplify Propel Opportunities ETF shares in Q2 2026, an estimated $2.36M.
Brookwood Investment Group first reported a position in Simplify Propel Opportunities ETF in Q3 2025 and held it in 3 quarters.
Brookwood Investment Group's Simplify Propel Opportunities ETF position peaked at $2.36M in Q1 2026.
0 funds tracked by Wall St. Rank held Simplify Propel Opportunities ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.