Global Retirement Partners’s Optimize Strategy Index ETF OPTZ Stock Holding History

Global Retirement Partners’s Portfolio OPTZ Stock Details OPTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.2K	Buy	+285	New	+$12.5K	﹤0.01%	3237

Other funds holding OPTZ

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Retirement Partners's OPTZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Optimize Strategy Index ETF (OPTZ) in Q2 2026: 285 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #3237 among its holdings.

5 funds tracked by Wall St. Rank hold OPTZ as of Q2 2026.

Global Retirement Partners held 285 shares of Optimize Strategy Index ETF worth $14.2K as of Q2 2026.
Optimize Strategy Index ETF was a new Global Retirement Partners position in Q2 2026.
Optimize Strategy Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3237 holding.
5 funds tracked by Wall St. Rank held Optimize Strategy Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.