OPTZ

Optimize Strategy Index ETF

45.83

Aug 26 • 9:30 AM ET -0.16 (-0.35%)

Financial Exchange Traded Fund USA NASD

Category	US Equities - Dividend & Fundamental
Sponsor	Optimize Financial
Fund Family
Index	Optimize Strategy Index
Index Weighting
Active/Passive
Dividend TTM	0.21 (0.46%)
Dividend Ex-Date	Dec 23, 2025
Dividend Gr. 3/5Y	- -
Expense	0.25%
Inverse/Leveraged
IPO	Apr 23, 2024

Asset Type	Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short	No / Yes

Tags	U.S.
Tags	equity
Tags	fundamental
Tags	value
Tags	-
Tags	-
Tags	-
Sector/Theme
Region
SMA20	-1.41%
SMA50	-1.79%
SMA200	12.18%

Return% 1Y	37.23%
Return% 3Y	-
Return% 5Y	-
Return% 10Y
Return% SI
Flows% 1M	1.77%
Flows% 3M	2.11%
Flows% YTD	4.70%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	339
AUM	270.40M
NAV/sh
52W High	49.76 -7.90%
52W Low	33.19 38.08%
Volatility	0.34% 0.79%
ATR (14)	0.67
RSI (14)	46.48
Beta	1.32
Rel Volume	0.08
Avg Volume	5.94K
Volume	42

Perf Week	-1.16%
Perf Month	3.70%
Perf Quarter	0.37%
Perf Half Y	17.72%
Perf YTD	27.16%
Perf Year	35.67%
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Prev Close	45.99
Price	45.83
Change %	-0.35%

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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