How have SPUC shares performed in 2024?

Simplify US Equity PLUS Upside Convexity ETF's stock was trading at $32.96 at the beginning of the year. Since then, SPUC shares have increased by 7.0% and is now trading at $35.2669. View the best growth stocks for 2024 here .

What does SPUC invest in?

Simplify US Equity PLUS Upside Convexity ETF is a equity fund issued by Simplify Asset Management. SPUC focuses on large cap investments. The fund's investments total to approximately $5.35 million assets under management.

What stocks does Simplify US Equity PLUS Upside Convexity ETF hold?

SPUC invests in 10 holdings. Some of the stocks in their portfolio include iShares Core S&P 500 ETF (IVV) and Pathward Financial (CASH) .

What is the management fee for Simplify US Equity PLUS Upside Convexity ETF?

Simplify US Equity PLUS Upside Convexity ETF's management fee is 0.50% and has other expenses of 0.04%. However, SPUC has a fee waiver of -0.25% to reimburse the expenses. The net expense ratio for SPUC is 0.29%.

How do I buy shares of Simplify US Equity PLUS Upside Convexity ETF?

Shares of SPUC stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here .

NYSEARCA:SPUC

Simplify US Equity PLUS Upside Convexity ETF (SPUC) Price, Holdings, & News

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$35.27

-0.40 (-1.12%)

(As of 04/19/2024 ET)

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Today's Range: $35.27
▼
$35.38
50-Day Range: $35.01
▼
$39.19
52-Week Range: $27.56
▼
$42.95

Volume: 224 shs
Average Volume: 3,078 shs
Market Capitalization: $5.29 million

Assets Under Management: $5.35 million
Dividend Yield: 1.13%
Net Expense Ratio: 0.29%

Stock Analysis Chart Dividend Holdings Ownership Ratings

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About Simplify US Equity PLUS Upside Convexity ETF

The Simplify US Equity PLUS Upside Convexity ETF (SPUC) is an exchange-traded fund that is based on the S&P 500 index. The fund is actively managed to provide exposure to the S&P 500 stocks while applying an upside options overlay strategy. SPUC was launched on Sep 3, 2020 and is managed by Simplify.

SPUC Stock Price History

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SPUC ETF News Headlines

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Fund Details

Issuer: Simplify Asset Management
Fund Name: Simplify US Equity PLUS Upside Convexity ETF
Tax Classification: Regulated Investment Company
Stock Exchange: NYSEARCA
Current Symbol: NYSEARCA:SPUC
Inception Date: 9/3/2020
Fund Manager: Paul Kim, David Berns
Web: N/A
Phone: N/A

Fund Focus

Asset Class: Equity
Benchmark: N/A
Category: Size and Style
Focus: Large Cap
Development Level: Developed Markets
Region: North America
Number of Holdings: 10

Fund Statistics

Assets Under Management: $5.35 million
Average Daily Volume: $0.00
Discount/Premium: 0.00%

Administrator, Advisor and Custodian

Administrator: The Bank of New York Mellon Corporation
Advisor: Simplify Asset Management Inc.
Custodian: The Bank of New York Mellon Corporation
Distributor: Foreside Fund Services, LLC
Transfer Agent: The Bank of New York Mellon Corporation
Trustee: N/A
Lead Market Maker: Wolverine Trading

Options

Optionable: N/A
Short Interest: 600 shs

Miscellaneous

Outstanding Shares: 150,001
Beta: 1.36
Creation Unit: 50,000
Creation Fee: $500.00

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Simplify US Equity PLUS Upside Convexity ETF Expenses

Type	SPUC	Large Cap ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.50%	0.57%	0.54%	0.50%	0.51%
Other Expenses	0.04%	0.29%	0.54%	0.64%	0.58%
Total Expense	0.54%	0.64%	0.70%	0.74%	0.70%
Fee Waiver	-0.25%	-0.19%	-0.55%	-0.68%	-0.57%
Net Expense	0.29%	0.61%	0.60%	0.58%	0.58%

Simplify US Equity PLUS Upside Convexity ETF (SPUC) Holdings & Exposure

Top 8 SPUC Holdings

iShares Core S&P 500 ETF(NYSEARCA:IVV)
Holding Weight: 95.32%
SPXW US 06/21/24 C5350 Index
Holding Weight: 3.21%
SPXW US 07/19/24 C5480 Index
Holding Weight: 1.73%
SPXW US 05/17/24 C5280 Index
Holding Weight: 0.48%
Pathward Financial(NASDAQ:CASH)
Holding Weight: 0.35%
SPXW US 05/17/24 C5525 Index
Holding Weight: -0.03%
SPXW US 07/19/24 C5750 Index
Holding Weight: -0.30%
SPXW US 06/21/24 C5550 Index
Holding Weight: -0.75%

SPUC Sector Exposure

SPUC Industry Exposure

Full Holdings Details

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Institutional Ownership

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SPUC ETF - Frequently Asked Questions

How have SPUC shares performed in 2024?: Simplify US Equity PLUS Upside Convexity ETF's stock was trading at $32.96 at the beginning of the year. Since then, SPUC shares have increased by 7.0% and is now trading at $35.2669.
View the best growth stocks for 2024 here.
What does SPUC invest in?: Simplify US Equity PLUS Upside Convexity ETF is a equity fund issued by Simplify Asset Management. SPUC focuses on large cap investments. The fund's investments total to approximately $5.35 million assets under management.
What stocks does Simplify US Equity PLUS Upside Convexity ETF hold?: SPUC invests in 10 holdings. Some of the stocks in their portfolio include iShares Core S&P 500 ETF (IVV) and Pathward Financial (CASH).

What is the management fee for Simplify US Equity PLUS Upside Convexity ETF?: Simplify US Equity PLUS Upside Convexity ETF's management fee is 0.50% and has other expenses of 0.04%. However, SPUC has a fee waiver of -0.25% to reimburse the expenses. The net expense ratio for SPUC is 0.29%.
How do I buy shares of Simplify US Equity PLUS Upside Convexity ETF?: Shares of SPUC stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (NYSEARCA:SPUC) was last updated on 4/19/2024 by MarketBeat.com Staff

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