NASDAQ:OPTZ Optimize Strategy Index ETF (OPTZ) Price, Holdings, & News $45.45 +0.14 (+0.32%) As of 12:13 PM Eastern This is a fair market value price provided by Massive. Learn more. Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHoldingsRatingsShort Interest 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$47.47▼$47.4750-Day Range$43.10▼$49.7252-Week Range$33.27▼$49.76Volume293 shsAverage Volume7,393 shsMarket Capitalization$262.72 millionAssets Under Management$266.42 millionDividend YieldN/ANet Expense Ratio0.25%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 Fee0.25%0.46%0.57%0.54%0.53%Other Expenses0.00%0.36%0.53%0.38%0.54%Total Expense0.25%0.62%0.75%0.69%0.73%Fee Waiver0.00%-0.47%-0.67%-0.41%-0.68%Net Expense0.25%0.52%0.63%0.61%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.comYour book attachedBill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.September 3 at 1:00 AM | Profits Run (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 24.8% and is now trading at $44.99. 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 Holdings340 Fund Statistics Assets Under Management$266.42 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 Interest6,705 shs Miscellaneous Outstanding Shares5,780,000Beta1.31 Creation Fee$500.00 7 Best Space Stocks to Own in 2026The space race is growing fast, and you don’t have to have gotten in early on SpaceX to profit. This report shows seven space stocks you can buy today that may grow as rockets, satellites, defense, space internet, and new space technology become more important.Get This Free Report Top 10 OPTZ HoldingsPenguin Solutions (NASDAQ:PENG)Holding Weight: 3.31%Sandisk (NASDAQ:SNDK)Holding Weight: 2.63%Advanced Micro Devices (NASDAQ:AMD)Holding Weight: 2.59%Seagate Technology (NASDAQ:STX)Holding Weight: 2.56%Micron Technology (NASDAQ:MU)Holding Weight: 2.54%Western Digital (NASDAQ:WDC)Holding Weight: 1.91%Applied Materials (NASDAQ:AMAT)Holding Weight: 1.74%Lam Research (NASDAQ:LRCX)Holding Weight: 1.69%Lumentum (NASDAQ:LITE)Holding Weight: 1.65%TTM Technologies (NASDAQ:TTMI)Holding Weight: 1.62%Full Holdings DetailsOPTZ Sector ExposureOPTZ Industry Exposure This page (NASDAQ:OPTZ) was last updated on 9/3/2026 by MarketBeat.com Staff. 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