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 Q2	–	Sell	-16	Closed	-$249	–	11010
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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group's SURI Position: Q2 2026 in Review

UBS Group sold out of Simplify Propel Opportunities ETF (SURI) in Q2 2026, closing a stake of 16 shares — an estimated $249 sold.

UBS Group first reported a position in SURI in Q3 2023 and held it in 9 quarters. The position peaked at $46.2K in Q2 2025. 1 fund tracked by Wall St. Rank holds SURI as of Q2 2026.

UBS Group reported no remaining Simplify Propel Opportunities ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 16 Simplify Propel Opportunities ETF shares in Q2 2026, an estimated $249.
UBS Group first reported a position in Simplify Propel Opportunities ETF in Q3 2023 and held it in 9 quarters.
UBS Group's Simplify Propel Opportunities ETF position peaked at $46.2K in Q2 2025.
1 fund tracked by Wall St. Rank held Simplify Propel Opportunities ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.