NASDAQ:OPTZ Optimize Strategy Index ETF (OPTZ) Price, Holdings, & News $47.40 +0.84 (+1.81%) As of 06/12/2026 Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHoldingsRatingsShort InterestTrendsBuy This Stock About Optimize Strategy Index ETF (NASDAQ:OPTZ) View Price History Chart DataSkip Price History Chart 1 Day 5 Days 30 Days 90 Days 1 Year Advanced 1 Day 1 Day 5 Days 30 Days 90 Days 1 Year Advanced Show volume Show extended hours Get OPTZ alerts:Sign Up Key Stats Today's Range$47.40▼$47.4050-Day Range$37.00▼$47.4052-Week Range$29.04▼$47.40Volume130 shsAverage Volume7,766 shsMarket Capitalization$273.95 millionAssets Under Management$268.13 millionDividend YieldN/ANet 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%0.57%0.54%0.53%Other Expenses0.00%0.41%0.55%0.52%0.55%Total Expense0.50%0.64%0.76%0.73%0.73%Fee Waiver0.00%-0.46%-0.64%-0.50%-0.62%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. Submit View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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OPTZ ETF News HeadlinesOPTZ: Strong Returns, GARP Tilt, But Prone To Deep Drawdowns, A HoldMay 21, 2026 | seekingalpha.comOPTZ: An Optimistic All-Cap ETF With A Simple But Unique StrategyApril 17, 2025 | seekingalpha.comSpaceX IPO hides a much bigger storyThe SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. Elon believes what Michael Robinson calls 'Project Unlimited' could unlock $100 trillion in potential growth. One little-known company sits at the center of it all, and most investors have no idea it exists. Position yourself before this company potentially hits the front page.June 14 at 1:00 AM | Weiss Ratings (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 $36.04 on January 1st, 2026. Since then, OPTZ shares have increased by 31.5% and is now trading at $47.3958. 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 Holdings338 Fund Statistics Assets Under Management$268.13 million Average Daily Volume$0.00 Discount/Premium0.00% 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 Interest633 shs Miscellaneous Outstanding Shares5,780,000Beta1.34 Creation Fee$500.00 The 7 Hottest IPOs On Wall Street’s 2026 WatchlistMarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely.Get This Free Report Top 10 OPTZ HoldingsSandisk (NASDAQ:SNDK)Holding Weight: 3.41%Penguin Solutions (NASDAQ:PENG)Holding Weight: 3.24%Advanced Micro Devices (NASDAQ:AMD)Holding Weight: 2.84%Micron Technology (NASDAQ:MU)Holding Weight: 2.78%Seagate Technology (NASDAQ:STX)Holding Weight: 2.64%Western Digital (NASDAQ:WDC)Holding Weight: 2.30%TTM Technologies (NASDAQ:TTMI)Holding Weight: 2.09%MACOM Technology Solutions (NASDAQ:MTSI)Holding Weight: 1.86%First Solar (NASDAQ:FSLR)Holding Weight: 1.72%Lam Research (NASDAQ:LRCX)Holding Weight: 1.69%Full Holdings DetailsOPTZ Sector ExposureOPTZ Industry Exposure This page (NASDAQ:OPTZ) was last updated on 6/14/2026 by MarketBeat.com Staff. 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