Optivise Advisory Services’s Pacer Nasdaq International Patent Leaders ETF PATN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$544K	Buy	15,255 +2,636	+21%	+$93.4K	0.27%	99
2026 Q2	$469K	Buy	+12,619	New	+$430K	0.24%	111

Other funds holding PATN

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

PWM

Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Optivise Advisory Services increased its Pacer Nasdaq International Patent Leaders ETF (PATN) stake by 21% in Q3 2026, buying an estimated $93.4K and bringing the position to 15,255 shares worth $544K. The position accounts for 0.27% of the portfolio, ranked #99.

Optivise Advisory Services first reported a position in PATN in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold PATN as of Q3 2026.

Optivise Advisory Services held 15,255 shares of Pacer Nasdaq International Patent Leaders ETF worth $544K as of Q3 2026.
Optivise Advisory Services bought 2,636 Pacer Nasdaq International Patent Leaders ETF shares in Q3 2026, an estimated $93.4K.
Pacer Nasdaq International Patent Leaders ETF made up 0.27% of Optivise Advisory Services's portfolio in Q3 2026, its #99 holding.
Optivise Advisory Services first reported a position in Pacer Nasdaq International Patent Leaders ETF in Q2 2026 and has held it in 2 quarters since.
11 funds tracked by Wall St. Rank held Pacer Nasdaq International Patent Leaders ETF as of Q3 2026.

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