# Optimize Strategy Index ETF (OPTZ) — Overview

OPTZ · NASDAQ · Fund

Canonical page: https://www.lighthorse.io/tickers/optz

## Price

Last close $44.48 on Oct 15, 2026. 52-week range $33.27 – $49.76.

## Fund profile

OPTZ is a passive exchange traded fund that seeks to track the performance of the Optimize Strategy Index (OPTSI), which is managed by Optimize Financial Inc.

| Metric | Value |
| --- | --- |
| Issuer | Sound Capital Solutions LLC |
| Industry | — |
| Inception | Apr 23, 2024 |
| Assets under management | $260.0M |
| Expense ratio | 0.25% |
| Net asset value | $44.21 (as of Oct 14, 2026) |
| Distributions | Annually |
| Leverage | 1x |

## Frequently Asked Questions

### What is Optimize Strategy Index ETF (OPTZ)?

OPTZ is a passive exchange traded fund that seeks to track the performance of the Optimize Strategy Index (OPTSI), which is managed by Optimize Financial Inc.

### What is OPTZ's expense ratio?

Optimize Strategy Index ETF charges an annual expense ratio of 0.25%. The fund is issued by Sound Capital Solutions LLC.

### How large is OPTZ?

Optimize Strategy Index ETF manages $260.0M in assets and has traded since Apr 23, 2024.

### How do I buy shares of Optimize Strategy Index ETF (OPTZ)?

OPTZ trades commission-free with a Light Horse Securities brokerage account — from the mobile app, the web at [Light Horse Dashboard](https://portal.lighthorse.io), the trading API, or an [AI agent connected over MCP](/instructions/ai/claude). The trade panel on this page places the order once you are signed in.

---

Quotes and charts are not real-time and must not be relied on for trade decisions or valuation.

This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.

Data provided by [AInvest](https://www.ainvest.com).