Optimize Strategy Index ETF

Optimize Strategy Index ETF is an exchange-traded fund that seeks to track the total return performance of the Optimize Strategy Index before fees and expenses. The fund uses a passive management approach and holds a diversified portfolio of U.S.-listed equities selected through a rules-based process that emphasizes broad market exposure, company quality, and momentum characteristics. Its portfolio spans large-cap and small-cap companies across multiple sectors, with sector weights and constituent selection guided by the index methodology. Optimize Strategy Index ETF is designed for investors seeking an equity market vehicle that combines systematic selection with diversified exposure to U.S. stocks. The fund is managed by Optimize Financial and reflects the firm’s index-based investment lineup in the U.S. ETF market.