OPTZ

Optimize Strategy Index ETF

45.20

Sep 10 • 3:57 PM ET -0.74 (-1.61%)

45.20

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 (0.46%)
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	-2.24%
SMA50	-2.02%
SMA200	9.15%

Return% 1Y	35.19%
Return% 3Y	-
Return% 5Y	-
Return% 10Y
Return% SI
Flows% 1M	0.72%
Flows% 3M	2.12%
Flows% YTD	4.70%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	339
AUM	270.15M
NAV/sh
52W High	49.76 -9.16%
52W Low	33.27 35.85%
Volatility	1.70% 0.72%
ATR (14)	0.72
RSI (14)	43.43
Beta	1.30
Rel Volume	0.17
Avg Volume	6.35K
Volume	1,110

Perf Week	-0.23%
Perf Month	-2.77%
Perf Quarter	1.05%
Perf Half Y	21.29%
Perf YTD	25.42%
Perf Year	32.81%
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Prev Close	45.94
Price	45.20
Change %	-1.61%

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.

open in yahoo | open in marketwatch | open in google

OPTZ

Optimize Strategy Index ETF

Upgrade your Finviz experience