HEQT - Simplify Hedged Equity ETF Analysis | Stock Taper
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HEQT

Simplify Hedged Equity ETF
Simplify Hedged Equity ETF Simplify
$33.81 0.27% (+0.09)

Managing Company Simplify
Asset Under Management $299.40M
Inception Date Nov 1, 2021
Expense Ratio 0.53%
52w High $33.81
52w Low $30.14
Volume 15,423
Avg Volume 54,014
Asset Class Equity

About Simplify Hedged Equity ETF

The Simplify Hedged Equity ETF (HEQT) is engineered to generate long-term capital growth by focusing its investments on major U.S. companies. Simultaneously, it employs a sophisticated strategy of put-spread collars. These options contracts are specifically structured to provide a protective layer for its equity exposure, thereby dampening market fluctuations and mitigating overall risk. This...

SECTOR HOLDINGS

Technology Technology
39.93%
Financial Services Financial Services
11.00%
Communication Services Communication Services
10.45%
Consumer Cyclical Consumer Cyclical
9.61%
Healthcare Healthcare
8.19%
Industrials Industrials
7.74%
Consumer Defensive Consumer Defensive
4.43%
Energy Energy
3.18%
Utilities Utilities
2.04%
Real Estate Real Estate
1.77%
Basic Materials Basic Materials
1.66%

ASSET ALLOCATION BY REGION

United States flag United States
101.08%
Other
0.01%

Holdings (Top 20)

This ETF does not hold any stocks listed on the NYSE or NASDAQ exchanges.