SPD Simplify US Equity PLUS Downside Convexity ETF

86

NYSE ARCA | ETF

Price
$37.55
Increased by +0.65%
Dollar volume (20D)
271.98 K
ADR%
0.91
Technology - 32.91%Financial Services - 13.93%Consumer Cyclicals - 10.83%Healthcare - 9.62%Communication Services - 9.62%Industrials - 7.86%Consumer Defensive - 5.89%Energy - 3.00%Utilities - 2.49%Real Estate - 2.14%Basic Materials - 1.72%
Technology - 32.91%
Financial Services - 13.93%
Consumer Cyclicals - 10.83%
Healthcare - 9.62%
Communication Services - 9.62%
Industrials - 7.86%
Consumer Defensive - 5.89%
Energy - 3.00%
Utilities - 2.49%
Real Estate - 2.14%
Basic Materials - 1.72%

The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities ofU. S. companies and applying a downside convexity option overlay strategy to the equity investments.

Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities ofU. S. companies, primarily by purchasing exchange-traded funds (ETFs).

The downside convexity option overlay strategy includes purchasing exchange-traded and over-the-counter (OTC) put options on the S&P 500 Index or an S&P 500 Index ETF.

Top 1 Holdings

Asset Name Sector Industry Weight
IVV iShares Trust - iShares Core S&P 500 ETF 98.67%
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