NASDAQ:OPTZ Optimize Strategy Index ETF (OPTZ) Price, Holdings, & News $28.71 -0.36 (-1.24%) (As of 10/31/2024 ET) Add Compare Share Share Stock Analysis Stock AnalysisChartHoldingsShort InterestTrends 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$28.68▼$28.7950-Day Range$26.62▼$29.3652-Week Range$25.05▼$29.36Volume12,711 shsAverage Volume133,783 shsMarket Capitalization$157.33 millionAssets Under Management$159.19 millionDividend YieldN/ANet Expense Ratio0.50%Aggregate RatingN/A 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… I was wrong. Dead wrong. (Ad)I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you. Optimize Strategy Index ETF ExpensesTypeOPTZStrategy ETFsEquity ETFsNASDAQ ETFsAll ETFsManagement Fee0.50%0.47%0.55%0.49%0.52%Other Expenses0.00%0.39%0.49%0.41%0.53%Total Expense0.50%0.62%0.71%0.63%0.71%Fee Waiver0.00%-0.42%-0.52%-0.32%-0.57%Net Expense0.50%0.53%0.61%0.56%0.59% 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 HeadlinesNo headlines for this company have been tracked by MarketBeat.com OPTZ ETF - Frequently Asked Questions How have OPTZ shares performed this year? Optimize Strategy Index ETF's stock was trading at $25.43 at the beginning of the year. Since then, OPTZ shares have increased by 12.9% and is now trading at $28.71. View the best growth stocks for 2024 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. Compare Top Brokerages Here. 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 Holdings331 Fund Statistics Assets Under Management$159.19 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 Interest8,600 shs Miscellaneous Outstanding Shares5,480,000Beta0.99 Creation Fee$500.00 20 Stocks to Sell NowMarketBeat has just released its list of 20 stocks that Wall Street analysts hate. These companies may appear to have good fundamentals, but top analysts smell something seriously rotten. Are any of these companies lurking around your portfolio? Find out by clicking the link below.Get This Free Report OPTZ Sector ExposureOPTZ Industry Exposure This page (NASDAQ:OPTZ) was last updated on 10/31/2024 by MarketBeat.com Staff From Our PartnersTim Sykes’ Urgent Trade Alert: “Make this move now”WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...Timothy Sykes | Sponsoredtop AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)AI was by far the biggest tech investing trend right now. 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