HEQT Simplify Exchange Traded Funds

82

NYSE ARCA | ETF

Price
$29.71
Increased by +0.51%
Dollar volume (20D)
7.31 M
ADR%
0.55
Technology - 31.68%Financial Services - 14.04%Healthcare - 10.84%Consumer Cyclicals - 10.40%Communication Services - 9.46%Industrials - 7.66%Consumer Defensive - 6.15%Energy - 3.18%Utilities - 2.56%Real Estate - 2.25%Basic Materials - 1.77%
Technology - 31.68%
Financial Services - 14.04%
Healthcare - 10.84%
Consumer Cyclicals - 10.40%
Communication Services - 9.46%
Industrials - 7.66%
Consumer Defensive - 6.15%
Energy - 3.18%
Utilities - 2.56%
Real Estate - 2.25%
Basic Materials - 1.77%

The adviser seeks to achieve the fund"s investment objective by investing primarily in equity securities and applying an option overlay known as a "put/spread collar" strategy.

Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, primarily by purchasing exchange-traded funds ("ETFs") that seek to track the investment results of the S&P 500 Index.

The fund typically invests at least 80% of the fund"s portfolio in underlying ETFs.

Top 1 Holdings

Asset Name Sector Industry Weight
IVV iShares Trust - iShares Core S&P 500 ETF 99.28%
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