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.

Simplify Tax Aware Alternatives ETF

The Simplify Tax Aware Alternatives ETF (LQ) aims for significant long-term capital appreciation by strategically investing in a broad range of alternative strategies. These diverse approaches may encompass areas such as managed futures, foreign exchange, various commodities (including energy), and other innovative methods, all designed to enhance the diversification of a conventional stock and bond portfolio. By integrating investments that exhibit low correlation to traditional equities and fixed income, LQ strives to broaden portfolio exposure and help mitigate potential losses. Furthermore, the fund employs sophisticated tactics specifically aimed at reducing tax liabilities, making it particularly advantageous for investors holding the ETF in taxable brokerage accounts, as well as for international investors who may face dividend withholding taxes.

LQ Holdings & Sector Breakdown