Ken Griffin’s Optimize Strategy Index ETF OPTZ Stock Holding History

Ken Griffin’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 Q1	–	Sell	-8,437	Closed	-$304K	–	14468
2025 Q4	$304K	Buy	8,437 +1,734	+26%	+$61.5K	﹤0.01%	10119
2025 Q3	$237K	Sell	6,703 -1,781	-21%	-$59K	﹤0.01%	10877
2025 Q2	$262K	Sell	8,484 -4,851	-36%	-$136K	﹤0.01%	10104
2025 Q1	$359K	Buy	+13,335	New	+$389K	﹤0.01%	9190
2024 Q4	–	Sell	-8,002	Closed	-$229K	–	15553
2024 Q3	$229K	Sell	8,002 -5,400	-40%	-$147K	﹤0.01%	9870
2024 Q2	$360K	Buy	+13,402	New	+$353K	﹤0.01%	8756

Other funds holding OPTZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ken Griffin's OPTZ Position: Q1 2026 in Review

Ken Griffin sold out of Optimize Strategy Index ETF (OPTZ) in Q1 2026, closing a stake of 8,437 shares — an estimated $304K sold.

Ken Griffin first reported a position in OPTZ in Q2 2024 and held it in 6 quarters. The position peaked at $360K in Q2 2024. 1 fund tracked by Wall St. Rank holds OPTZ as of Q1 2026.

Ken Griffin reported no remaining Optimize Strategy Index ETF position as of Q1 2026 after selling out during the quarter.
Ken Griffin sold 8,437 Optimize Strategy Index ETF shares in Q1 2026, an estimated $304K.
Ken Griffin first reported a position in Optimize Strategy Index ETF in Q2 2024 and held it in 6 quarters.
Ken Griffin's Optimize Strategy Index ETF position peaked at $360K in Q2 2024.
1 fund tracked by Wall St. Rank held Optimize Strategy Index ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.