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Simplify Tax Aware Alternatives ETF (LQ): ETF

ETF traded on XNAS under symbol LQ. Quoted in usd.

Simplify Tax Aware Alternatives ETF logo

Simplify Tax Aware Alternatives ETF

XNAS:LQAlternatives
AUM $2.39M·YTD --·Yield --
About LQ

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.

Largest holdings

  1. Cash100.00%
Full holdings, sectors and countries
Dividend History
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Compared against
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Total Invested
$70,000
Final Portfolio
$111,860
Total Return
+$41,860
(+59.8%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$2.39M
NAV$23.94
Premium/Discount--
Expense Ratio0.25%
Market Cap--
Shares Outstanding--
Inception DateMay 4, 2026
Fund Details
IssuerSimplify
Asset ClassAlternatives
Beta1.63
SectorConsumer Defensive
DomicileUS
52-Week Range
Volume
Avg Volume624

30d

110

60d

592

90d

570

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