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OPTZ

Optimize Strategy Index ETF

Jul 03 • 01:30PM ET

31.51

Dollar change +0.44
Percentage change 1.42	%

Financial • Exchange Traded Fund • USA • NASD

Category	US Equities - Dividend & Fundamental	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	18.04%	Total Holdings	304	Perf Week	2.66%
Sponsor	Optimize Financial	ETF Type		Tags	equity	Return% 3Y	-	AUM	174.85M	Perf Month	8.44%
Fund Family		Bond Type		Tags	fundamental	Return% 5Y	-	NAV/sh		Perf Quarter	11.38%
Index	Optimize Strategy Index	Average Maturity		Tags	value	Return% 10Y		52W High	31.72 -0.66%	Perf Half Y	2.41%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	23.25 35.53%	Perf YTD	6.74%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-1.04%	Volatility	1.71% 1.19%	Perf Year	16.88%
Dividend TTM	0.10 (0.30%)	ESG Type		Tags	-	Flows% 3M	-1.03%	ATR (14)	0.49	Perf 3Y	-
Dividend Ex-Date	Dec 24, 2024	Dividend Type		Sector/Theme		Flows% YTD	-0.39%	RSI (14)	71.18	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	1.32	Perf 10Y	-
Expense	0.50%	Growth/Value		SMA20	4.79%	Flows% 3Y		Rel Volume	1.16	Prev Close	31.07
Inverse/Leveraged		Market Cap		SMA50	9.65%	Flows% 5Y		Avg Volume	11.19K	Price	31.51
IPO	Apr 23, 2024	Option/Short	No / Yes	SMA200	8.65%	Trades		Volume	12,949	Change	1.42%

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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