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 Q2	$469K	Buy	+12,619	New	+$430K	0.24%	111

Other funds holding PATN

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Optivise Advisory Services's PATN Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Pacer Nasdaq International Patent Leaders ETF (PATN) in Q2 2026: 12,619 shares worth $469K. The stake represents 0.24% of the portfolio and ranks #111 among its holdings.

6 funds tracked by Wall St. Rank hold PATN as of Q2 2026.

Optivise Advisory Services held 12,619 shares of Pacer Nasdaq International Patent Leaders ETF worth $469K as of Q2 2026.
Pacer Nasdaq International Patent Leaders ETF was a new Optivise Advisory Services position in Q2 2026.
Pacer Nasdaq International Patent Leaders ETF made up 0.24% of Optivise Advisory Services's portfolio in Q2 2026, its #111 holding.
6 funds tracked by Wall St. Rank held Pacer Nasdaq International Patent Leaders ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.