HEQT Simplify Exchange Traded Funds

4

NYSE ARCA | ETF

Price
$27.51
Decreased by -2.38%
Dollar volume (20D)
4.16 M
ADR%
0.79
Technology - 32.03%Financial Services - 14.05%Healthcare - 10.78%Consumer Cyclicals - 10.68%Communication Services - 9.45%Industrials - 7.33%Consumer Defensive - 5.87%Energy - 3.30%Utilities - 2.57%Real Estate - 2.19%Basic Materials - 1.75%
Technology - 32.03%
Financial Services - 14.05%
Healthcare - 10.78%
Consumer Cyclicals - 10.68%
Communication Services - 9.45%
Industrials - 7.33%
Consumer Defensive - 5.87%
Energy - 3.30%
Utilities - 2.57%
Real Estate - 2.19%
Basic Materials - 1.75%

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 99.41%
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