Simplify Propel Opportunities ETF
SURI

$23.60

8.46%

Market Cap: $104M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

0.23% less ownership

Funds ownership: 0.23% [Q1] → 0% (-0.23%) [Q2]

50% less funds holding

Funds holding: 2 [Q1] → 1 (-1) [Q2]

100% less capital invested

Capital invested by funds: $254K [Q1] → $353 (-$254K) [Q2]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

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Research analyst outlook

We haven’t received any recent analyst ratings for SURI.

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Financial journalist opinion

Simplify Propel Opportunities ETF: Healthcare Likely To Rise Again In FY24 And Beyond

The Simplify Propel Opportunities ETF (SURI) is a healthcare-based fund that provides exposure to global fixed income and equity markets in the healthcare sector. SURI has a since-inception return of -13%, but its recent performance has shown potential for growth. The fund offers a near-13% yield from its distributions, making it an attractive option for investors looking for fixed-income plays in the healthcare sector.

Simplify Propel Opportunities ETF: Healthcare Likely To Rise Again In FY24 And Beyond

Simplify Provides Estimated Capital Gain Distribution Information for 2023

NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.

Simplify Provides Estimated Capital Gain Distribution Information for 2023

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