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OPTZ

Optimize Strategy Index ETF

Feb 06 • 04:00PM ET

38.25

+1.18 3.17 %

Financial • Exchange Traded Fund • USA • NASD

Category	US Equities - Dividend & Fundamental	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	25.30%	Total Holdings	356	Perf Week	2.63%
Sponsor	Optimize Financial	ETF Type		Tags	equity	Return% 3Y	-	AUM	216.45M	Perf Month	3.14%
Fund Family		Bond Type		Tags	fundamental	Return% 5Y	-	NAV/sh		Perf Quarter	9.13%
Index	Optimize Strategy Index	Average Maturity		Tags	value	Return% 10Y		52W High	38.12 0.36%	Perf Half Y	17.83%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	23.25 64.53%	Perf YTD	6.14%
Active/Passive		Quant Type		Tags	-	Flows% 1M	1.77%	Volatility	0.53% 0.56%	Perf Year	26.79%
Dividend TTM	0.21 (0.55%)	ESG Type		Tags	-	Flows% 3M	3.17%	ATR (14)	0.41	Perf 3Y	-
Dividend Ex-Date	Dec 23, 2025	Dividend Type		Sector/Theme		Flows% YTD	1.77%	RSI (14)	62.03	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	1.25	Perf 10Y	-
Expense	0.25%	Growth/Value		SMA20	1.84%	Flows% 3Y		Rel Volume	0.09	Prev Close	37.08
Inverse/Leveraged		Market Cap		SMA50	3.77%	Flows% 5Y		Avg Volume	6.92K	Price	38.25
IPO	Apr 23, 2024	Option/Short	No / No	SMA200	15.21%	Trades		Volume	654	Change	3.17%

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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