NASDAQ:OPTZ Optimize Strategy Index ETF (OPTZ) Price, Holdings, & News → No Strings Attached: Get 30 Days of Hedgeye’s Top Stock Picks for Free (From Hedgeye) (Ad) Free OPTZ Stock Alerts $26.71 0.00 (0.00%) (As of 05:22 PM ET) Add Compare Share Share Today's Range$26.54▼$26.7150-Day Range N/A52-Week Range$25.05▼$26.95Volume31,669 shsAverage Volume161,870 shsMarket Capitalization$1.07 millionAssets Under Management$131.46 millionDividend YieldN/ANet Expense Ratio0.50% Stock AnalysisStock AnalysisChartHoldingsTrendsStock AnalysisChartHoldingsTrends Get Optimize Strategy Index ETF alerts: Email Address About Optimize Strategy Index ETFThe 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 OPTZ Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart OPTZ ETF News HeadlinesNo headlines for this company have been tracked by MarketBeat.com 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 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 Holdings284 Fund Statistics Assets Under Management$131.46 million Average Daily Volume$0.00 Discount/Premium-0.01% 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 Miscellaneous Outstanding Shares40,000Beta0.99 Creation Fee$500.00 10 Best Stocks to Own in 2024Click the link below and we'll send you MarketBeat's list of the 10 best stocks to own in 2024 and why they should be in your portfolio. Get This Free Report Ad HedgeyeNo Strings Attached: Get 30 Days of Hedgeye’s Top Stock Picks for FreeOptimize your stock investing strategy with Hedgeye's Investing Ideas, where rigorous fundamental stock analysis meets hedge fund-level market foresight!TRY "INVESTING IDEAS" TODAY Optimize Strategy Index ETF ExpensesTypeOPTZStrategy ETFsEquity ETFsNASDAQ ETFsAll ETFsManagement Fee0.50%0.46%0.54%0.48%0.51%Other Expenses0.00%0.42%0.54%0.34%0.58%Total Expense0.50%0.61%0.70%0.58%0.70%Fee Waiver0.00%-0.44%-0.54%-0.21%-0.56%Net Expense0.50%0.51%0.60%0.54%0.58% Optimize Strategy Index ETF (OPTZ) ExposureOPTZ Sector ExposureOPTZ Industry ExposureFull Holdings Details Similar ETFsFirst Trust RiverFront Dynamic Developed International ETFNASDAQ:RFDIVictoryShares US Multi-Factor Minimum Volatility ETFNASDAQ:VSMVClearBridge All Cap Growth ESG ETFNASDAQ:CACGFirst Trust Low Duration Strategic Focus ETFNASDAQ:LDSFFirst Trust International Developed Capital Strength ETFNASDAQ:FICS OPTZ ETF - Frequently Asked Questions How have OPTZ shares performed in 2024? Optimize Strategy Index ETF's stock was trading at $25.43 on January 1st, 2024. Since then, OPTZ stock has increased by 5.0% and is now trading at $26.70. View the best growth stocks for 2024 here. What does OPTZ invest in? Optimize Strategy Index ETF is a equity fund issued by Optimize Financial. OPTZ focuses on strategy investments and follows the Optimize Strategy Index. The fund's investments total to approximately $131.46 million assets under management. What is the management fee for Optimize Strategy Index ETF? Optimize Strategy Index ETF's management fee is 0.50% and has no other recorded expenses or fee waivers. The net expense ratio for OPTZ is 0.50%. 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. 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