HEQT Simplify Exchange Traded Funds

75

NYSE ARCA | ETF

Price
$30.11
Decreased by -0.99%
Dollar volume (20D)
4.75 M
ADR%
0.67
Technology - 31.97%Financial Services - 13.65%Consumer Cyclicals - 11.59%Healthcare - 10.49%Communication Services - 9.95%Industrials - 7.40%Consumer Defensive - 5.47%Energy - 3.15%Utilities - 2.53%Real Estate - 2.08%Basic Materials - 1.73%
Technology - 31.97%
Financial Services - 13.65%
Consumer Cyclicals - 11.59%
Healthcare - 10.49%
Communication Services - 9.95%
Industrials - 7.40%
Consumer Defensive - 5.47%
Energy - 3.15%
Utilities - 2.53%
Real Estate - 2.08%
Basic Materials - 1.73%

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 100.12%
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