XV - Simplify Target 15 Distribu... Analysis | Stock Taper
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XV

Simplify Target 15 Distribution ETF
Simplify Target 15 Distribution ETF Simplify
$24.76 0.37% (+0.09)

Managing Company Simplify
Asset Under Management $58.96M
Inception Date Apr 14, 2025
Expense Ratio 0.75%
52w High $27.47
52w Low $23.40
Volume 12,870
Avg Volume 42,620
Asset Class Equity Income

About Simplify Target 15 Distribution ETF

The Simplify Target 15 Distribution ETF (XV) seeks to provide a 15% annualized distribution rate (paid monthly) by selling barrier put options.*In exchange for accepting the risk of a loss defined by the barrier levels, investors can expect higher levels of income than can be found in traditional fixed income products.Adding XV to a portfolio provides a source of potential income differentiated...

SECTOR HOLDINGS

Technology Technology
33.07%
Financial Services Financial Services
12.26%
Communication Services Communication Services
10.73%
Consumer Cyclical Consumer Cyclical
10.11%
Healthcare Healthcare
9.84%
Industrials Industrials
8.66%
Consumer Defensive Consumer Defensive
5.44%
Energy Energy
3.48%
Utilities Utilities
2.49%
Real Estate Real Estate
1.98%
Basic Materials Basic Materials
1.93%
Cash & Others Cash & Others
0.01%

ASSET ALLOCATION BY REGION

United States flag United States
87.12%
Other
12.88%

Holdings (Top 20)

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