HEQT Simplify Exchange Traded Funds

77

NYSE ARCA | ETF

Price
$32.45
Decreased by -0.03%
Dollar volume (20D)
2.83 M
ADR%
0.49
Technology - 35.09%Financial Services - 13.13%Communication Services - 10.89%Consumer Cyclicals - 10.55%Healthcare - 9.59%Industrials - 7.50%Consumer Defensive - 4.71%Energy - 2.81%Utilities - 2.25%Real Estate - 1.83%Basic Materials - 1.65%
Technology - 35.09%
Financial Services - 13.13%
Communication Services - 10.89%
Consumer Cyclicals - 10.55%
Healthcare - 9.59%
Industrials - 7.50%
Consumer Defensive - 4.71%
Energy - 2.81%
Utilities - 2.25%
Real Estate - 1.83%
Basic Materials - 1.65%

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 Sector Industry 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 100.57%
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