NASDAQ:OPTZ Optimize Strategy Index ETF (OPTZ) Price, Holdings, & News $31.73 +0.42 (+1.34%) As of 07/17/2025 03:55 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHoldingsRatingsShort InterestTrendsBuy This Stock 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$31.71▼$31.7150-Day Range$28.77▼$31.7352-Week Range$23.25▼$31.73Volume166 shsAverage Volume7,688 shsMarket Capitalization$175.78 millionAssets Under Management$175.78 millionDividend Yield0.28%Net Expense Ratio0.50%Aggregate RatingModerate Buy ETF Overview The 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%0.56%0.54%0.53%Other Expenses0.00%0.49%0.56%0.52%0.56%Total Expense0.50%0.67%0.76%0.73%0.73%Fee Waiver0.00%-0.59%-0.66%-0.50%-0.63%Net Expense0.50%0.53%0.63%0.63%0.60% 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 HeadlinesOPTZ: An Optimistic All-Cap ETF With A Simple But Unique StrategyApril 17, 2025 | seekingalpha.comOPTZ: Not The Best Investment In A Tariff Sensitive MarketApril 17, 2025 | seekingalpha.comSee More Headlines OPTZ ETF - Frequently Asked Questions How have OPTZ shares performed this year? Optimize Strategy Index ETF's stock was trading at $29.51 at the start of the year. Since then, OPTZ stock has increased by 7.5% and is now trading at $31.73. 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. Fund Details IssuerOptimize Financial Fund NameOptimize Strategy Index ETF Tax ClassificationRegulated Investment Company Stock ExchangeNASDAQCurrent SymbolNASDAQ:OPTZ Inception Date4/23/2024 Fund ManagerCasey Witters Previous SymbolNYSEARCA:OPTZ WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkOptimize Strategy Index CategoryBroad Equity FocusStrategy Development LevelDeveloped Markets RegionNorth America Number of Holdings305 Fund Statistics Assets Under Management$175.78 million Average Daily Volume$0.00 Discount/Premium0.00% 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 Interest100 shs Miscellaneous Outstanding Shares5,540,000Beta0.99 Creation Fee$500.00 The 10 Best AI Stocks to Own in 2025Wondering where to start (or end) with AI stocks? These 10 simple stocks can help investors build long-term wealth as artificial intelligence continues to grow into the future.Get This Free Report Top 10 OPTZ HoldingsTTM Technologies (NASDAQ:TTMI)Holding Weight: 2.00%NVIDIA (NASDAQ:NVDA)Holding Weight: 1.54%Astera Labs (NASDAQ:ALAB)Holding Weight: 1.52%CrowdStrike (NASDAQ:CRWD)Holding Weight: 1.51%Advanced Micro Devices (NASDAQ:AMD)Holding Weight: 1.50%CommScope (NASDAQ:COMM)Holding Weight: 1.44%Cadence Design Systems (NASDAQ:CDNS)Holding Weight: 1.43%Dell Technologies (NYSE:DELL)Holding Weight: 1.39%First Solar (NASDAQ:FSLR)Holding Weight: 1.39%Axcelis Technologies (NASDAQ:ACLS)Holding Weight: 1.37%Full Holdings DetailsOPTZ Sector ExposureOPTZ Industry Exposure This page (NASDAQ:OPTZ) was last updated on 7/19/2025 by MarketBeat.com Staff From Our PartnersINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredThis Signal Only Flashes Once Every 4 Years – And It Just TriggeredThis same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...Crypto Swap Profits | SponsoredPresidential Bombshell: $150T Resource to Be Released as soon as this Summer?Something extraordinary is happening in Washington. 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