UBS Group’s Simplify Propel Opportunities ETF SURI Stock Holding History

UBS 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 Q1	$249	Sell	16 -163	-91%	-$2.74K	﹤0.01%	10003
2025 Q4	$2.98K	Sell	179 -845	-83%	-$14.3K	﹤0.01%	9156
2025 Q3	$16K	Sell	1,024 -1,954	-66%	-$30.4K	﹤0.01%	8300
2025 Q2	$46.2K	Buy	+2,978	New	+$43.7K	﹤0.01%	7838
2024 Q4	–	Sell	-16	Closed	-$383	–	10373
2024 Q3	$383	Hold	16	–	–	﹤0.01%	8964
2024 Q2	$353	Hold	16	–	–	﹤0.01%	8961
2024 Q1	$408	Sell	16 -18	-53%	-$414	﹤0.01%	8583
2023 Q4	$703	Sell	34 -696	-95%	-$13.4K	﹤0.01%	8545
2023 Q3	$14.7K	Buy	+730	New	+$15.6K	﹤0.01%	6949

Other funds holding SURI

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

UBS Group's SURI Position: Q1 2026 in Review

UBS Group reduced its Simplify Propel Opportunities ETF (SURI) stake by 91% in Q1 2026, selling an estimated $2.74K and leaving 16 shares worth $249. The position accounts for ﹤0.01% of the portfolio, ranked #10003.

UBS Group first reported a position in SURI in Q3 2023 and has held it in 9 quarters since. The position peaked at $46.2K in Q2 2025. 3 funds tracked by Wall St. Rank hold SURI as of Q1 2026.

UBS Group held 16 shares of Simplify Propel Opportunities ETF worth $249 as of Q1 2026.
UBS Group sold 163 Simplify Propel Opportunities ETF shares in Q1 2026, an estimated $2.74K.
Simplify Propel Opportunities ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10003 holding.
UBS Group first reported a position in Simplify Propel Opportunities ETF in Q3 2023 and has held it in 9 quarters since.
UBS Group's Simplify Propel Opportunities ETF position peaked at $46.2K in Q2 2025.
3 funds tracked by Wall St. Rank held Simplify Propel Opportunities ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.