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NASDAQ:OPTZ

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

$28.71
-0.36 (-1.24%)
(As of 10/31/2024 ET)

About Optimize Strategy Index ETF (NASDAQ:OPTZ)

Key Stats

Today's Range
$28.68
$28.79
50-Day Range
$26.62
$29.36
52-Week Range
$25.05
$29.36
Volume
12,711 shs
Average Volume
133,783 shs
Market Capitalization
$157.33 million
Assets Under Management
$159.19 million
Dividend Yield
N/A
Net Expense Ratio
0.50%
Aggregate Rating
N/A

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.

Optimize Strategy Index ETF Expenses

TypeOPTZStrategy ETFsEquity ETFsNASDAQ ETFsAll ETFs
Management 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%
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OPTZ ETF News Headlines

No headlines for this company have been tracked by MarketBeat.com

OPTZ ETF - Frequently Asked Questions

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
.

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

Issuer
Optimize Financial
Fund Name
Optimize Strategy Index ETF
Tax Classification
Regulated Investment Company
Current Symbol
NASDAQ:OPTZ
Inception Date
4/23/2024
Fund Manager
Casey Witters
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
331

Fund Statistics

Assets Under Management
$159.19 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
8,600 shs

Miscellaneous

Beta
0.99
Creation Fee
$500.00
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OPTZ Sector Exposure

OPTZ Industry Exposure


This page (NASDAQ:OPTZ) was last updated on 10/31/2024 by MarketBeat.com Staff
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