Advisor Resource Council’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Advisor Resource Council’s Portfolio USAI Stock Details USAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,701	Closed	-$481K	–	565
2025 Q1	$481K	Buy	+11,701	New	+$480K	0.04%	369
2024 Q1	–	Sell	-11,943	Closed	-$344K	–	510
2023 Q4	$344K	Buy	+11,943	New	+$335K	0.04%	322
2022 Q3	–	Sell	-14,096	Closed	-$358K	–	480
2022 Q2	$358K	Buy	+14,096	New	+$401K	0.03%	351

Other funds holding USAI

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

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Code Waechter Tampa, Florida $193M AUM 22.49% 1-Year Est. Return

Advisor Resource Council's USAI Position: Q2 2025 in Review

Advisor Resource Council sold out of Pacer American Energy Infrastructure ETF (USAI) in Q2 2025, closing a stake of 11,701 shares — an estimated $481K sold.

Advisor Resource Council first reported a position in USAI in Q2 2022 and held it in 3 quarters. The position peaked at $481K in Q1 2025. 48 funds tracked by Wall St. Rank hold USAI as of Q2 2025.

Advisor Resource Council reported no remaining Pacer American Energy Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 11,701 Pacer American Energy Infrastructure ETF shares in Q2 2025, an estimated $481K.
Advisor Resource Council first reported a position in Pacer American Energy Infrastructure ETF in Q2 2022 and held it in 3 quarters.
Advisor Resource Council's Pacer American Energy Infrastructure ETF position peaked at $481K in Q1 2025.
48 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.