NASDAQ:OPTZ Optimize Strategy Index ETF (OPTZ) Price, Holdings, & News $26.97 +0.16 (+0.60%) As of 03:54 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$26.75▼$26.9850-Day Range$23.48▼$30.2152-Week Range$23.25▼$31.72Volume5,150 shsAverage Volume9,501 shsMarket Capitalization$151.03 millionAssets Under Management$150.02 millionDividend Yield0.33%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… Optimize Strategy Index ETF ExpensesTypeOPTZStrategy ETFsEquity ETFsNASDAQ ETFsAll ETFsManagement Fee0.50%0.48%0.56%0.53%0.53%Other Expenses0.00%0.39%0.48%0.43%0.52%Total Expense0.50%0.62%0.72%0.68%0.71%Fee Waiver0.00%-0.42%-0.49%-0.29%-0.54%Net Expense0.50%0.53%0.63%0.62%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 on January 1st, 2025. Since then, OPTZ stock has decreased by 8.6% and is now trading at $26.97. 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$150.02 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 Interest2,500 shs Miscellaneous Outstanding Shares5,600,000Beta0.99 Creation Fee$500.00 Elon Musk's Next MoveExplore Elon Musk’s boldest ventures yet—from AI and autonomy to space colonization—and find out how investors can ride the next wave of innovation.Get This Free Report Top 10 OPTZ HoldingsCadence Design Systems (NASDAQ:CDNS)Holding Weight: 1.41%CrowdStrike (NASDAQ:CRWD)Holding Weight: 1.38%VeriSign (NASDAQ:VRSN)Holding Weight: 1.33%Booz Allen Hamilton (NYSE:BAH)Holding Weight: 1.32%Intel (NASDAQ:INTC)Holding Weight: 1.31%First Solar (NASDAQ:FSLR)Holding Weight: 1.29%NVIDIA (NASDAQ:NVDA)Holding Weight: 1.29%GoDaddy (NYSE:GDDY)Holding Weight: 1.28%Motorola Solutions (NYSE:MSI)Holding Weight: 1.28%Qualys (NASDAQ:QLYS)Holding Weight: 1.25%Full Holdings DetailsOPTZ Sector ExposureOPTZ Industry Exposure This page (NASDAQ:OPTZ) was last updated on 4/29/2025 by MarketBeat.com Staff From Our PartnersElon Set to Shock the World by May 1st ?Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...Brownstone Research | SponsoredWarning: “DOGE Collapse” imminentElon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. 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