OPTZ

Optimize Strategy Index ETF

May 18 • 04:00PM ET

42.75

-0.63 -1.45 %

Financial • Exchange Traded Fund • USA • NASD

Category	US Equities - Dividend & Fundamental	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	47.74%	Total Holdings	337	Perf Week	-3.50%
Sponsor	Optimize Financial	ETF Type		Tags	equity	Return% 3Y	-	AUM	249.80M	Perf Month	3.12%
Fund Family		Bond Type		Tags	fundamental	Return% 5Y	-	NAV/sh		Perf Quarter	11.65%
Index	Optimize Strategy Index	Average Maturity		Tags	value	Return% 10Y		52W High	44.45 -3.83%	Perf Half Y	23.49%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	28.77 48.57%	Perf YTD	18.62%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-0.02%	Volatility	0.92% 0.86%	Perf Year	43.58%
Dividend TTM	0.21 (0.49%)	ESG Type		Tags	-	Flows% 3M	1.44%	ATR (14)	0.65	Perf 3Y	-
Dividend Ex-Date	Dec 23, 2025	Dividend Type		Sector/Theme		Flows% YTD	2.69%	RSI (14)	56.10	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	1.32	Perf 10Y	-
Expense	0.25%	Growth/Value		SMA20	0.36%	Flows% 3Y		Rel Volume	1.80	Prev Close	43.38
Inverse/Leveraged		Market Cap		SMA50	7.82%	Flows% 5Y		Avg Volume	7.66K	Price	42.75
IPO	Apr 23, 2024	Option/Short	No / Yes	SMA200	16.50%	Trades		Volume	14,652	Change	-1.45%

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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