Optivise Advisory Services’s Pacer Global Cash Cows Dividend ETF GCOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$279K	Sell	6,242 -835	-12%	-$38.4K	0.14%	173
2026 Q2	$306K	Buy	7,077 +543	+8%	+$24.8K	0.16%	154
2026 Q1	$302K	Buy	+6,534	New	+$293K	0.18%	130

Other funds holding GCOW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Optivise Advisory Services's GCOW Position: Q3 2026 in Review

Optivise Advisory Services reduced its Pacer Global Cash Cows Dividend ETF (GCOW) stake by 12% in Q3 2026, selling an estimated $38.4K and leaving 6,242 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #173.

Optivise Advisory Services first reported a position in GCOW in Q1 2026 and has held it in 3 quarters since. The position peaked at $306K in Q2 2026. 150 funds tracked by Wall St. Rank hold GCOW as of Q3 2026.

Optivise Advisory Services held 6,242 shares of Pacer Global Cash Cows Dividend ETF worth $279K as of Q3 2026.
Optivise Advisory Services sold 835 Pacer Global Cash Cows Dividend ETF shares in Q3 2026, an estimated $38.4K.
Pacer Global Cash Cows Dividend ETF made up 0.14% of Optivise Advisory Services's portfolio in Q3 2026, its #173 holding.
Optivise Advisory Services first reported a position in Pacer Global Cash Cows Dividend ETF in Q1 2026 and has held it in 3 quarters since.
Optivise Advisory Services's Pacer Global Cash Cows Dividend ETF position peaked at $306K in Q2 2026.
150 funds tracked by Wall St. Rank held Pacer Global Cash Cows Dividend ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.