NASDAQ:OPTZ Optimize Strategy Index ETF (OPTZ) Price, Holdings, & News $32.49 +0.12 (+0.37%) As of 08/8/2025 03:20 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$32.49▼$32.4950-Day Range$29.06▼$32.4952-Week Range$23.25▼$32.53Volume360 shsAverage Volume7,240 shsMarket Capitalization$177.40 millionAssets Under Management$176.90 millionDividend Yield0.28%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. Email Address OPTZ ETF News HeadlinesOptimize Strategy Index ETF (NASDAQ:OPTZ) Short Interest Up 300.0% in JulyJuly 31, 2025 | americanbankingnews.comOPTZ: An Optimistic All-Cap ETF With A Simple But Unique StrategyApril 17, 2025 | seekingalpha.comTrump set to Boost Social Security Checks by 400%?If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...August 9 at 2:00 AM | InvestorPlace (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 10.1% and is now trading at $32.49. 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$176.90 million Average Daily Volume$0.00 Discount/Premium-0.03% 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 Interest400 shs Miscellaneous Outstanding Shares5,460,000Beta0.99 Creation Fee$500.00 7 Stocks to Buy And Hold ForeverEnter your email address and we'll send you MarketBeat's list of seven stocks and why their long-term outlooks are very promising. Get This Free Report Top 10 OPTZ HoldingsTTM Technologies (NASDAQ:TTMI)Holding Weight: 2.00%NVIDIA (NASDAQ:NVDA)Holding Weight: 1.54%Astera Labs (NASDAQ:ALAB)Holding Weight: 1.52%CrowdStrike (NASDAQ:CRWD)Holding Weight: 1.51%Advanced Micro Devices (NASDAQ:AMD)Holding Weight: 1.50%CommScope (NASDAQ:COMM)Holding Weight: 1.44%Cadence Design Systems (NASDAQ:CDNS)Holding Weight: 1.43%Dell Technologies (NYSE:DELL)Holding Weight: 1.39%First Solar (NASDAQ:FSLR)Holding Weight: 1.39%Axcelis Technologies (NASDAQ:ACLS)Holding Weight: 1.37%Full Holdings DetailsOPTZ Sector ExposureOPTZ Industry Exposure This page (NASDAQ:OPTZ) was last updated on 8/9/2025 by MarketBeat.com Staff From Our PartnersYour blueprint for crypto wealthMark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…Crypto 101 Media | SponsoredTrump’s national nightmare is herePorter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...Porter & Company | SponsoredHIDDEN IN THE BOOK OF GENESIS…“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...Paradigm Press | SponsoredThe End of Elon Musk…?The End of Elon Musk? 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