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NASDAQ:OPTZ

Optimize Strategy Index ETF (OPTZ) Price, Holdings, & News

$32.49 +0.12 (+0.37%)
As of 03:20 PM Eastern

About Optimize Strategy Index ETF (NASDAQ:OPTZ)

Key Stats

Today's Range
$32.49
$32.49
50-Day Range
$29.06
$32.49
52-Week Range
$23.25
$32.53
Volume
358 shs
Average Volume
7,239 shs
Market Capitalization
$177.40 million
Assets Under Management
$176.90 million
Dividend Yield
0.28%
Net Expense Ratio
0.50%
Aggregate Rating
Moderate Buy

ETF Overview

Optimize Strategy Index ETF Expenses

TypeOPTZStrategy ETFsEquity ETFsNASDAQ ETFsAll ETFs
Management 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%
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OPTZ ETF News Headlines

The Coin That Could Define Trump’s Crypto Presidency
When Trump returned to office, one of his first moves was to tap PayPal’s former COO, David Sacks, as a top advisor on crypto and AI. That alone signaled a shift. But insiders close to D.C. aren’t just talking crypto policy—they’re quietly buying something most retail investors have missed. While the crowd chases Bitcoin to $150,000, Weiss Ratings expert Juan Villaverde believes a different coin—already backed by giants like Google, Visa, and PayPal—could soon become crypto’s “Third Giant.”
See More Headlines

OPTZ ETF - Frequently Asked Questions

Optimize Strategy Index ETF's stock was trading at $29.51 at the start of the year. Since then, OPTZ stock has increased by 10.0% and is now trading at $32.46.

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

Issuer
Optimize Financial
Fund Name
Optimize Strategy Index ETF
Tax Classification
Regulated Investment Company
Stock Exchange
NASDAQ
Current Symbol
NASDAQ:OPTZ
Inception Date
4/23/2024
Fund Manager
Casey Witters
Previous Symbol
NYSEARCA:OPTZ
Web
N/A
Phone
N/A

Fund Focus

Asset Class
Equity
Benchmark
Optimize Strategy Index
Category
Broad Equity
Focus
Strategy
Development Level
Developed Markets
Region
North America
Number of Holdings
305

Fund Statistics

Assets Under Management
$177.34 million
Average Daily Volume
$0.00
Discount/Premium
-0.02%

Administrator, Advisor and Custodian

Administrator
U.S. Bancorp Fund Services, LLC
Advisor
Sound Capital Solutions, LLC
Custodian
U.S. Bank, N.A.
Distributor
Quasar Distributors, LLC
Transfer Agent
U.S. Bancorp Fund Services, LLC
Trustee
N/A
Lead Market Maker
Wolverine Trading

Options

Optionable
N/A
Short Interest
400 shs

Miscellaneous

Beta
0.99
Creation Fee
$500.00
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Top 10 OPTZ Holdings

OPTZ Sector Exposure

OPTZ Industry Exposure


This page (NASDAQ:OPTZ) was last updated on 8/8/2025 by MarketBeat.com Staff
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