HEQT Simplify Exchange Traded Funds

NYSE ARCA | ETF

Price: $32.30

Increased by +0.06%
Dollar volume (20D): 1.66 M
ADR%: 0.53

Technology - 35.29%

Financial Services - 12.79%

Communication Services - 10.98%

Consumer Cyclicals - 10.40%

Healthcare - 9.77%

Industrials - 7.34%

Consumer Defensive - 4.85%

Energy - 2.84%

Utilities - 2.37%

Real Estate - 1.87%

Basic Materials - 1.50%

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 3 Holdings

Asset	Name	Weight
IVV	Ishares S&P 500 ETF	101.73%
IVV	iShares Core S&P 500 ETF	101.57%
IVV	iShares Trust - iShares Core S&P 500 ETF	101.17%