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OPTZ

Optimize Strategy Index ETF

May 22 • 04:00PM ET

44.64

+0.55 1.24 %

Financial • Exchange Traded Fund • USA • NASD

Category	US Equities - Dividend & Fundamental	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	54.94%	Total Holdings	336	Perf Week	2.91%
Sponsor	Optimize Financial	ETF Type		Tags	equity	Return% 3Y	-	AUM	257.04M	Perf Month	8.14%
Fund Family		Bond Type		Tags	fundamental	Return% 5Y	-	NAV/sh		Perf Quarter	16.85%
Index	Optimize Strategy Index	Average Maturity		Tags	value	Return% 10Y		52W High	44.45 0.44%	Perf Half Y	31.69%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	28.77 55.15%	Perf YTD	23.87%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-0.34%	Volatility	1.11% 0.87%	Perf Year	53.84%
Dividend TTM	0.21 (0.47%)	ESG Type		Tags	-	Flows% 3M	0.48%	ATR (14)	0.67	Perf 3Y	-
Dividend Ex-Date	Dec 23, 2025	Dividend Type		Sector/Theme		Flows% YTD	2.61%	RSI (14)	66.25	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	1.33	Perf 10Y	-
Expense	0.25%	Growth/Value		SMA20	3.79%	Flows% 3Y		Rel Volume	0.62	Prev Close	44.10
Inverse/Leveraged		Market Cap		SMA50	11.14%	Flows% 5Y		Avg Volume	7.72K	Price	44.64
IPO	Apr 23, 2024	Option/Short	No / Yes	SMA200	20.89%	Trades		Volume	4,807	Change	1.24%

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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