Avantax Advisory Services’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Avantax Advisory Services’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	$2.32M	Buy	56,964 +8,537	+18%	+$333K	0.01%	731
2025 Q1	$1.99M	Buy	48,427 +40,417	+505%	+$1.66M	0.01%	745
2024 Q4	$319K	Buy	+8,010	New	+$310K	﹤0.01%	1745

Other funds holding USAI

LPL Financial San Diego, California $377B AUM 19.32% 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 $68.3B AUM 20.5% 1-Year Est. Return

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

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Code Waechter Tampa, Florida $168M AUM 15.56% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Avantax Advisory Services's USAI Position: Q2 2025 in Review

Avantax Advisory Services increased its Pacer American Energy Infrastructure ETF (USAI) stake by 18% in Q2 2025, buying an estimated $333K and bringing the position to 56,964 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #731.

Avantax Advisory Services first reported a position in USAI in Q4 2024 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold USAI as of Q2 2025.

Avantax Advisory Services held 56,964 shares of Pacer American Energy Infrastructure ETF worth $2.32M as of Q2 2025.
Avantax Advisory Services bought 8,537 Pacer American Energy Infrastructure ETF shares in Q2 2025, an estimated $333K.
Pacer American Energy Infrastructure ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #731 holding.
Avantax Advisory Services first reported a position in Pacer American Energy Infrastructure ETF in Q4 2024 and has held it in 3 quarters since.
48 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.