Optivise Advisory Services’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Optivise Advisory Services’s Portfolio COWZ Stock Details COWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,471	Closed	-$301K	–	207
2025 Q2	$301K	Sell	5,471 -1,870	-25%	-$99K	0.15%	138
2025 Q1	$402K	Sell	7,341 -12,478	-63%	-$710K	0.23%	97
2024 Q4	$1.12M	Sell	19,819 -699	-3%	-$41K	0.6%	42
2024 Q3	$1.19M	Buy	20,518 +1,857	+10%	+$104K	0.62%	42
2024 Q2	$1.02M	Buy	+18,661	New	+$1.04M	0.55%	50

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Optivise Advisory Services's COWZ Position: Q3 2025 in Review

Optivise Advisory Services sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2025, closing a stake of 5,471 shares — an estimated $301K sold.

Optivise Advisory Services first reported a position in COWZ in Q2 2024 and held it in 5 quarters. The position peaked at $1.19M in Q3 2024. 792 funds tracked by Wall St. Rank hold COWZ as of Q3 2025.

Optivise Advisory Services reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
Optivise Advisory Services sold 5,471 Pacer US Cash Cows 100 ETF shares in Q3 2025, an estimated $301K.
Optivise Advisory Services first reported a position in Pacer US Cash Cows 100 ETF in Q2 2024 and held it in 5 quarters.
Optivise Advisory Services's Pacer US Cash Cows 100 ETF position peaked at $1.19M in Q3 2024.
792 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.