Simplify US Equity PLUS Upside Convexity ETF (SPUC)
ARCA ARCA Primary Summary
SPUC Chart
Simplify US Equity PLUS Upside Convexity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 1,770 | $82,453.06 | $87,933.6 | $5,480.54 | 6.65% |
 Curtis Packer B.O.S.S. Retirement Advisors LLC | 9,570 | $445,934.43 | $475,772.55 | $29,838.12 | 6.69% |
 Bryan Gort Quest 10 Wealth Builders, Inc. | 415 | $19,337.25 | $20,476.1 | $1,138.85 | 5.89% |
 Howard Bailey Securities LLC Howard Bailey Securities LLC | 8,988 | $418,809.61 | $443,018.52 | $24,208.91 | 5.78% |
| DN Daniel Newman Noble Wealth Management PBC | 18 | $839 | $885.96 | $46.96 | 5.6% |
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Simplify US Equity PLUS Upside Convexity ETF Profile
| ARCA Exchange | US Country |
Overview
The adviser operates with a strategic focus on investing primarily in equity securities of U.S. companies. By incorporating an innovative upside convexity option overlay strategy, the firm seeks to optimize investment outcomes by leveraging the potential for higher returns while attempting to mitigate risks. The core investment philosophy revolves around allocating a significant portion of the fund's resources—at least 80% of its net assets, along with any borrowings intended for investment purposes—towards equity securities of U.S. companies. This is primarily achieved through the acquisition of exchange-traded funds (ETFs), which allows for diversified exposure to various sectors of the U.S. economy.
Products and Services
- Equity Securities Investment
- Upside Convexity Option Overlay Strategy
The cornerstone of the firm's investment strategy is the allocation of the majority of its assets towards equity securities of U.S. companies. By focusing on ETFs that track a broad range of sectors, the adviser aims to achieve a balanced and diversified portfolio that captures the growth potential of the U.S. market.
In an innovative approach to investment management, the adviser employs an upside convexity option overlay strategy. This involves purchasing exchange-traded and over the counter (OTC) call options on the S&P 500 Index or an S&P 500 Index ETF. The strategy is designed to enhance the portfolio's performance potential by capitalizing on the market's upward movements while striving to protect against downside risks. By carefully selecting call options with favorable terms, the adviser seeks to add an extra layer of opportunity for portfolio growth without corresponding increases in downside risk.
