HEQT Simplify Exchange Traded Funds

87

NYSE ARCA | ETF

Price
$25.58
Decreased by -0.02%
Dollar volume (20D)
823.29 K
ADR%
0.63
Technology - 29.81%Healthcare - 12.67%Financial Services - 12.52%Consumer Cyclicals - 11.01%Communication Services - 8.58%Industrials - 8.37%Consumer Defensive - 6.11%Energy - 3.89%Real Estate - 2.52%Utilities - 2.34%Basic Materials - 2.19%
Technology - 29.81%
Healthcare - 12.67%
Financial Services - 12.52%
Consumer Cyclicals - 11.01%
Communication Services - 8.58%
Industrials - 8.37%
Consumer Defensive - 6.11%
Energy - 3.89%
Real Estate - 2.52%
Utilities - 2.34%
Basic Materials - 2.19%

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 101.28%
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