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OEI

Optimized Equity Income ETF Equity
Optimize ·Est. 2025 ·US · corealtfunds.com/OEI · ← All ETFs
$25.75
-0.14% (-0.04)
AUM $38.3M
Expense 75.00%
52w Low $23.88 87.5% of range 52w High $26.02
50d MA $25.14 200d MA $25.40
NAV $25.38
AUM $38.3M
Expense 75.00%
Holdings 0
Avg Volume
Inception Oct 21, 2025
Issuer Optimize
Exchange
Domicile US
ISIN US53656G1590
50d MA $25.14
200d MA $25.40
About
OEI targets roughly 90% allocation to large-cap US equities while utilizing an options overlay strategy. Stock selection combines top-down market analysis, evaluating value, quality, and volatility, with bottom-up research on company fundamentals and earnings potential. To enhance income beyond dividends, the fund writes OTM call options on individual stocks, equity indexes, or ETFs. These options…