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 on January 1st, 2024. Since then, OPTZ shares have 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 Stocks to Own Before the 2024 ElectionLooking to avoid the hassle of mudslinging, volatility, and uncertainty? You'd need to be out of the market, which isn’t viable. So where should investors put their money? Find out with this report.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 PartnersRare "crisis signal" triggers for third time in U.S. marketA rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...Stansberry Research | SponsoredDid You See Trump’s Bombshell Exec. Order 001?Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."Banyan Hill Publishing | SponsoredSeeing is believing… Today, I want to share all the details with you… and show you how to leverage this incredible wealth-building ...Porter & Company | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Optimize Strategy Index ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Optimize Strategy Index ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free OPTZ Stock Alerts