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Global Wealth Strategies & Associates’s Simplify Propel Opportunities ETF SURI Stock Holding History

Global Wealth Strategies & Associates’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
-133
Closed -$2.07K – 419
2026
Q1 		$2.07K Hold
133
– – ﹤0.01% 415
2025
Q4 		$2.22K Buy
+133
New +$2.24K ﹤0.01% 420

Global Wealth Strategies & Associates's SURI Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Simplify Propel Opportunities ETF (SURI) in Q2 2026, closing a stake of 133 shares — an estimated $2.07K sold.

Global Wealth Strategies & Associates first reported a position in SURI in Q4 2025 and held it in 2 quarters. The position peaked at $2.22K in Q4 2025. 0 funds tracked by Wall St. Rank hold SURI as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Simplify Propel Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 133 Simplify Propel Opportunities ETF shares in Q2 2026, an estimated $2.07K.
  • Global Wealth Strategies & Associates first reported a position in Simplify Propel Opportunities ETF in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Simplify Propel Opportunities ETF position peaked at $2.22K in Q4 2025.
  • 0 funds tracked by Wall St. Rank held Simplify Propel Opportunities ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.