Simplify US Equity PLUS Convexity ETF (SPYC)
|Ex-Dividend Date||Sep 27, 2021|
|Day's Range||32.38 - 32.55|
|Inception Date||Sep 3, 2020|
The investment seeks to provide capital appreciation. The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a 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 of U.S. companies, primarily by purchasing exchange-traded funds (ETFs). The option overlay consists of purchasing exchange-traded and over the counter (OTC) put and call options on the S&P 500 Index or an S&P 500 Index ETF.
Top 10 Holdings100.14% of assets
|iShares Core S&P 500 ETF||IVV||98.15%|
|SPX 06/16/23 C5600 Index||N/A||0.55%|
|SPY 03/17/23 C510 Equity||N/A||0.37%|
|SPY 09/16/22 C510 Equity||N/A||0.30%|
|SPX 03/18/22 C5000 Index||N/A||0.30%|
|SPY 12/16/22 P225 Equity||N/A||0.20%|
|SPY 09/16/22 P210 Equity||N/A||0.16%|
|SPX 06/17/22 P2000 Index||N/A||0.06%|
|SPXW US 10/27/21 P4390 Index||N/A||0.03%|
|SPX 03/18/22 P2000 Index||N/A||0.02%|
|Sep 27, 2021||$0.129||Sep 30, 2021|
|Jun 28, 2021||$0.1626||Jul 1, 2021|
|Dec 14, 2020||$0.1079||Dec 18, 2020|
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