Optimize Strategy Index ETFOPTZETF
13F holders, Q4 2024 (December 31)1holders −2
0new positions
2sold out
$29.51avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Optimize Strategy Index ETF (OPTZ) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 2 sold out. The largest holder was UBS Group AG ($3K).
- Company
- Optimize Strategy Index ETF
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q4 2024)
- CUSIP
- 00777X538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $523K |
All 13F filers, Q3 2024 → Q4 2024: 18,290 shares sold, net −18,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| UBS Group AG | 0.00% | Reduce -8.6% | 107 | $3K |
"% of holder's portfolio" is OPTZ's weight in each manager's 13F, not the share of Optimize Strategy Index ETF the manager owns.