NASDAQ:OPTZ Optimize Strategy Index ETF (OPTZ) Price, Holdings, & News $34.18 -0.34 (-0.98%) As of 09/12/2025 03:06 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$34.18▼$34.2450-Day Range$31.17▼$34.5252-Week Range$23.25▼$34.83Volume931 shsAverage Volume7,352 shsMarket Capitalization$186.62 millionAssets Under Management$189.75 millionDividend Yield0.26%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. Submit View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. OPTZ ETF News HeadlinesShort Interest in Optimize Strategy Index ETF (NASDAQ:OPTZ) Rises By 16,200.0%September 13 at 3:59 AM | americanbankingnews.comOPTZ: An Optimistic All-Cap ETF With A Simple But Unique StrategyApril 17, 2025 | seekingalpha.comTrump’s national nightmare is herePorter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.September 14 at 2:00 AM | Porter & Company (Ad)OPTZ: 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 15.8% and is now trading at $34.18. 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 Holdings609 Fund Statistics Assets Under Management$189.75 million Average Daily Volume$0.00 Discount/Premium0.02% 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 Interest16,300 shs Miscellaneous Outstanding Shares5,460,000Beta0.99 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 HoldingsCommScope (NASDAQ:COMM)Holding Weight: 2.74%Astera Labs (NASDAQ:ALAB)Holding Weight: 2.68%TTM Technologies (NASDAQ:TTMI)Holding Weight: 1.97%Advanced Micro Devices (NASDAQ:AMD)Holding Weight: 1.66%Semtech (NASDAQ:SMTC)Holding Weight: 1.62%First Solar (NASDAQ:FSLR)Holding Weight: 1.54%NVIDIA (NASDAQ:NVDA)Holding Weight: 1.53%Cadence Design Systems (NASDAQ:CDNS)Holding Weight: 1.42%Axcelis Technologies (NASDAQ:ACLS)Holding Weight: 1.37%TE Connectivity (NYSE:TEL)Holding Weight: 1.36%Full Holdings DetailsOPTZ Sector ExposureOPTZ Industry Exposure This page (NASDAQ:OPTZ) was last updated on 9/14/2025 by MarketBeat.com Staff From Our PartnersForget NVDA. Put $1,000 into this stock nowA massive money shift is underway in the AI market. 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