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Atria Investments’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Atria Investments’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
Q3 		– Sell
-69,724
Closed -$2.84M – 2151
2025
Q2 		$2.84M Buy
69,724
+49,118
+238% +$1.92M 0.03% 590
2025
Q1 		$847K Buy
+20,606
New +$845K 0.01% 1076

Other funds holding USAI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
SA
SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CW
Code Waechter Tampa, Florida $168M AUM 15.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Atria Investments's USAI Position: Q3 2025 in Review

Atria Investments sold out of Pacer American Energy Infrastructure ETF (USAI) in Q3 2025, closing a stake of 69,724 shares — an estimated $2.84M sold.

Atria Investments first reported a position in USAI in Q1 2025 and held it in 2 quarters. The position peaked at $2.84M in Q2 2025. 47 funds tracked by Wall St. Rank hold USAI as of Q3 2025.

  • Atria Investments reported no remaining Pacer American Energy Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 69,724 Pacer American Energy Infrastructure ETF shares in Q3 2025, an estimated $2.84M.
  • Atria Investments first reported a position in Pacer American Energy Infrastructure ETF in Q1 2025 and held it in 2 quarters.
  • Atria Investments's Pacer American Energy Infrastructure ETF position peaked at $2.84M in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.