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OPTZ

Optimize Strategy Index ETF

Feb 13 • 04:00PM ET

38.20

+0.49 1.29 %

Financial • Exchange Traded Fund • USA • NASD

Category	US Equities - Dividend & Fundamental	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	25.54%	Total Holdings	356	Perf Week	-0.13%
Sponsor	Optimize Financial	ETF Type		Tags	equity	Return% 3Y	-	AUM	212.75M	Perf Month	2.22%
Fund Family		Bond Type		Tags	fundamental	Return% 5Y	-	NAV/sh		Perf Quarter	7.71%
Index	Optimize Strategy Index	Average Maturity		Tags	value	Return% 10Y		52W High	38.68 -1.23%	Perf Half Y	14.30%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	23.25 64.31%	Perf YTD	6.00%
Active/Passive		Quant Type		Tags	-	Flows% 1M	1.43%	Volatility	0.87% 0.69%	Perf Year	24.68%
Dividend TTM	0.21 (0.55%)	ESG Type		Tags	-	Flows% 3M	2.85%	ATR (14)	0.43	Perf 3Y	-
Dividend Ex-Date	Dec 23, 2025	Dividend Type		Sector/Theme		Flows% YTD	1.43%	RSI (14)	57.49	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	1.24	Perf 10Y	-
Expense	0.25%	Growth/Value		SMA20	1.17%	Flows% 3Y		Rel Volume	0.46	Prev Close	37.72
Inverse/Leveraged		Market Cap		SMA50	2.90%	Flows% 5Y		Avg Volume	8.04K	Price	38.20
IPO	Apr 23, 2024	Option/Short	No / No	SMA200	13.94%	Trades		Volume	3,714	Change	1.29%

Apr-17-25 10:36PM	OPTZ: An Optimistic All-Cap ETF With A Simple But Unique Strategy (Seeking Alpha)
12:39AM	OPTZ: Not The Best Investment In A Tariff Sensitive Market (Seeking Alpha)

Optimize Strategy Index ETF seeks to provide capital appreciation. The fund's manager will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of GLP-1 & Weight Loss Companies or any derivative instruments (such as swap agreements or forward contracts) that utilize one or more GLP-1 & Weight Loss Companies as the reference asset. The fund is non-diversified.

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OPTZ

Optimize Strategy Index ETF

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