OPTZ

Optimize Strategy Index ETF

43.60

Oct 22 • 3:50 PM ET -0.89 (-2.00%)

43.60

Aftermarket • 7:30 PM ET 0.00 (0.00%)

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 (0.48%)
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 / No

Tags	U.S.
Tags	equity
Tags	fundamental
Tags	value
Tags	-
Tags	-
Tags	-
Sector/Theme
Region
SMA20	-3.43%
SMA50	-4.30%
SMA200	1.99%

Return% 1Y	26.95%
Return% 3Y	-
Return% 5Y	-
Return% 10Y
Return% SI
Flows% 1M	0.00%
Flows% 3M	1.20%
Flows% YTD	4.21%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	396
AUM	261.51M
NAV/sh
52W High	49.76 -12.38%
52W Low	33.27 31.03%
Volatility	0.46% 0.44%
ATR (14)	0.58
RSI (14)	38.32
Beta	1.32
Rel Volume	1.73
Avg Volume	6.34K
Volume	10,989

Perf Week	-1.99%
Perf Month	-4.10%
Perf Quarter	-3.20%
Perf Half Y	5.61%
Perf YTD	20.97%
Perf Year	24.61%
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Prev Close	44.49
Price	43.60
Change %	-2.00%

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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