Simplify Tax Aware Alternatives ETF
Simplify Tax Aware Alternatives ETF
Your view on LQ
Overview
What the company does, where it operates, and who runs it.
About Simplify Tax Aware Alternatives ETF
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 54 W 40th St, New York, NY, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 54 W 40th St, New York, NY, US
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.
Media
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Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for Simplify Tax Aware Alternatives ETF, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Simplify Tax Aware Alternatives ETF. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Simplify Tax Aware Alternatives ETF. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Simplify Tax Aware Alternatives ETF. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Simplify Tax Aware Alternatives ETF. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Simplify Tax Aware Alternatives ETF valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold Simplify Tax Aware Alternatives ETF, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by Simplify Tax Aware Alternatives ETF executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Simplify Tax Aware Alternatives ETF. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Simplify Tax Aware Alternatives ETF. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Simplify Tax Aware Alternatives ETF. Press releases and market coverage, newest first.