Parkside Financial Bank & Trust’s Simplify Propel Opportunities ETF SURI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1
Closed -$16 2760
2024
Q4
$16 Hold
1
﹤0.01% 2133
2024
Q3
$24 Buy
+1
New +$23 ﹤0.01% 2085

Parkside Financial Bank & Trust's SURI Position: Q1 2025 in Review

Parkside Financial Bank & Trust sold out of Simplify Propel Opportunities ETF (SURI) in Q1 2025, closing a stake of 1 share — an estimated $16 sold.

Parkside Financial Bank & Trust first reported a position in SURI in Q3 2024 and held it in 2 quarters. The position peaked at $24 in Q3 2024. 0 funds tracked by Wall St. Rank hold SURI as of Q1 2025.

  • Parkside Financial Bank & Trust reported no remaining Simplify Propel Opportunities ETF position as of Q1 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 1 Simplify Propel Opportunities ETF share in Q1 2025, an estimated $16.
  • Parkside Financial Bank & Trust first reported a position in Simplify Propel Opportunities ETF in Q3 2024 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's Simplify Propel Opportunities ETF position peaked at $24 in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Simplify Propel Opportunities ETF as of Q1 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2025, filed 8 May 2025.