- What are the top holdings of LQ?
- A machine-readable holdings disclosure for Simplify Tax Aware Alternatives ETF (LQ) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does LQ invest in?
- Simplify Tax Aware Alternatives ETF (LQ) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is LQ most exposed to?
- LQ's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is LQ a US-only fund?
- The country allocation card on this page shows LQ's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does LQ invest in?
- The Simplify Tax Aware Alternatives ETF (LQ) seeks long-term capital appreciation by investing in a diverse selection of alternative strategies. Such strategies may include managed futures, foreign currencies, commodities, energy, and other strategy types that can diversify a traditional stock and bond portfolio. By combining alternative strategies with low correlations to stocks and bonds, LQ seeks to diversify a portfolio and help manage downside risk. In addition, it will employ a variety of strategies that seek to minimize the impact of taxes, increasing its utility when held in taxable accounts and for non-U.S. investors subject to dividend withholding taxes.Representative Allocation* Simplify Managed Futures Strategy ETF (CTA) 25%Simplify Currency Strategy ETF (FOXY) 25%Simplify Treasury Option Income ETF (BUCK) 15%Simplify Hedged Equity ETF (HEQT) 15%Simplify Gold Strategy ETF (YGLD) 10%Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) 10%*The Fund gains exposure to these underlying ETFs through swaps, not actual cash shares. The allocations may change at any time.
