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Pacer Fds Tr shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Pacer Fds Tr (COWG) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Pacer Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $231k 5.8k 40.15
2025-06-30 $1.2M 36k 35.11

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Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
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Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str Conv Etf (CWB)
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Optivise Advisory Services

Top funds holding Pacer Fds Tr

Bank of America Corporation
LPL Financial
Raymond James Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Morgan Stanley
Wells Fargo & Company
Cetera Investment Advisers
Cambridge Investment Research Advisors
Advisor Group Holdings
Mml Investors Services
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Branch Banking & Trust Company

View all funds holding Pacer Fds Tr