NASDAQ:OPTZ Optimize Strategy Index ETF (OPTZ) Price, Holdings, & News $25.22 +0.28 (+1.12%) As of 04/11/2025 03:57 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$24.63▼$25.2850-Day Range$23.48▼$30.9052-Week Range$23.25▼$31.72Volume158,045 shsAverage Volume10,370 shsMarket Capitalization$141.23 millionAssets Under Management$141.49 millionDividend Yield0.36%Net Expense Ratio0.50%Aggregate RatingModerate Buy 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… Remove Ads Optimize Strategy Index ETF ExpensesTypeOPTZStrategy ETFsEquity ETFsNASDAQ ETFsAll ETFsManagement Fee0.50%0.48%0.56%0.53%0.53%Other Expenses0.00%0.39%0.49%0.43%0.52%Total Expense0.50%0.62%0.72%0.67%0.71%Fee Waiver0.00%-0.42%-0.49%-0.30%-0.55%Net Expense0.50%0.53%0.63%0.61%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 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 $29.51 on January 1st, 2025. Since then, OPTZ stock has decreased by 14.5% and is now trading at $25.22. View the best growth stocks for 2025 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. 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 Holdings304 Fund Statistics Assets Under Management$141.49 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 Interest600 shs Miscellaneous Outstanding Shares5,600,000Beta0.99 Creation Fee$500.00 A Guide To High-Short-Interest StocksMarketBeat's analysts have just released their top five short plays for April 2025. Learn which stocks have the most short interest and how to trade them. Enter your email address to see which companies made the list.Get This Free Report Top 10 OPTZ HoldingsAppLovin (NASDAQ:APP)Holding Weight: 2.37%First American Government Obligations FundHolding Weight: 2.33%CrowdStrike (NASDAQ:CRWD)Holding Weight: 1.59%F5 (NASDAQ:FFIV)Holding Weight: 1.52%VeriSign (NASDAQ:VRSN)Holding Weight: 1.51%TTM Technologies (NASDAQ:TTMI)Holding Weight: 1.44%Intel (NASDAQ:INTC)Holding Weight: 1.42%GoDaddy (NYSE:GDDY)Holding Weight: 1.36%International Business Machines (NYSE:IBM)Holding Weight: 1.31%NVIDIA (NASDAQ:NVDA)Holding Weight: 1.30%Full Holdings DetailsOPTZ Sector ExposureOPTZ Industry Exposure This page (NASDAQ:OPTZ) was last updated on 4/12/2025 by MarketBeat.com Staff From Our PartnersControversial opinion: Volume isn't enough.Don’t be fooled by volume alone — it's just one piece of the trading puzzle. High demand doesn’t matter if sup...MillPub | SponsoredBITCOINDid you miss out on the 1000%+ gains of Bitcoin over the past 5 years? 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