HEQT Simplify Exchange Traded Funds

79

NYSE ARCA | ETF

Price
$29.91
Increased by +0.20%
Dollar volume (20D)
2.74 M
ADR%
0.59
Technology - 33.01%Financial Services - 12.90%Healthcare - 11.18%Consumer Cyclicals - 10.21%Communication Services - 9.11%Industrials - 7.55%Consumer Defensive - 5.76%Energy - 3.37%Utilities - 2.70%Real Estate - 2.28%Basic Materials - 1.93%
Technology - 33.01%
Financial Services - 12.90%
Healthcare - 11.18%
Consumer Cyclicals - 10.21%
Communication Services - 9.11%
Industrials - 7.55%
Consumer Defensive - 5.76%
Energy - 3.37%
Utilities - 2.70%
Real Estate - 2.28%
Basic Materials - 1.93%

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 99.54%
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