NASDAQ:OPTZ Optimize Strategy Index ETF (OPTZ) Price, Holdings, & News $29.98 +0.30 (+1.01%) (As of 12/20/2024 05:16 PM ET) Add Compare Share Share Stock Analysis Stock AnalysisChartHoldingsShort InterestTrends About Optimize Strategy Index ETF (NASDAQ:OPTZ) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get OPTZ alerts:Sign Up Key Stats Today's Range$29.98▼$30.3850-Day Range$28.62▼$31.7252-Week Range$25.05▼$31.72Volume8,954 shsAverage Volume133,783 shsMarket Capitalization$164.29 millionAssets Under Management$163.78 millionDividend YieldN/ANet Expense Ratio0.50%Aggregate RatingN/A ETF OverviewThe Optimize Strategy Index ETF (OPTZ) is an exchange-traded fund that is based on the Optimize Strategy index. The fund aims to track an index of broad market US equities, choosing large- and small-cap firms perceived to have strong quality and momentum characteristics. Weighting is tiered, using a modified market-cap method OPTZ was launched on Apr 23, 2024 and is issued by Optimize.Read More… Optimize Strategy Index ETF ExpensesTypeOPTZStrategy ETFsEquity ETFsNASDAQ ETFsAll ETFsManagement Fee0.50%0.47%0.55%0.50%0.52%Other Expenses0.00%0.39%0.49%0.41%0.53%Total Expense0.50%0.62%0.71%0.64%0.71%Fee Waiver0.00%-0.42%-0.51%-0.31%-0.56%Net Expense0.50%0.53%0.61%0.57%0.59% Receive OPTZ Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Optimize Strategy Index ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address OPTZ ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com OPTZ ETF - Frequently Asked Questions How have OPTZ shares performed this year? Optimize Strategy Index ETF's stock was trading at $25.43 at the beginning of 2024. Since then, OPTZ stock has increased by 17.9% and is now trading at $29.98. View the best growth stocks for 2024 here. How do I buy shares of Optimize Strategy Index ETF? Shares of OPTZ stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here. Fund Details IssuerOptimize Financial Fund NameOptimize Strategy Index ETF Tax ClassificationRegulated Investment Company Stock ExchangeNASDAQCurrent SymbolNASDAQ:OPTZ Inception Date4/23/2024 Fund ManagerCasey Witters WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkOptimize Strategy Index CategoryBroad Equity FocusStrategy Development LevelDeveloped Markets RegionNorth America Number of Holdings329 Fund Statistics Assets Under Management$163.78 million Average Daily Volume$0.00 Discount/Premium0.03% Administrator, Advisor and Custodian AdministratorU.S. Bancorp Fund Services, LLC AdvisorSound Capital Solutions LLC CustodianU.S. Bank, N.A. DistributorQuasar Distributors, LLC Transfer AgentU.S. Bancorp Fund Services, LLC TrusteeN/A Lead Market MakerWolverine Trading Options OptionableN/A Short Interest13,000 shs Miscellaneous Outstanding Shares5,480,000Beta0.99 Creation Fee$500.00 7 Energy Stocks to Buy and Hold ForeverDo you expect the global demand for energy to shrink?! If not, it's time to take a look at how energy stocks can play a part in your portfolio.Get This Free Report OPTZ Sector ExposureOPTZ Industry Exposure This page (NASDAQ:OPTZ) was last updated on 12/22/2024 by MarketBeat.com Staff From Our PartnersThis Crypto Is Set to Explode in DecemberIt's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...Crypto 101 Media | SponsoredAI breakthrough about to upend industryEveryone is talking about AI right now. 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