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Beacon Harbor Wealth Advisors’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Beacon Harbor Wealth Advisors’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
2026
Q2 		$14.7M Buy
+316,416
New +$14.5M 2.87% 8

Other funds holding USAI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFG
Norris Financial Group Greenville, South Carolina $251M AUM 48.4% 1-Year Est. Return
SA
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
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Beacon Harbor Wealth Advisors's USAI Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors opened a new position in Pacer American Energy Infrastructure ETF (USAI) in Q2 2026: 316,416 shares worth $14.7M. The stake represents 2.87% of the portfolio and ranks #8 among its holdings.

35 funds tracked by Wall St. Rank hold USAI as of Q2 2026.

  • Beacon Harbor Wealth Advisors held 316,416 shares of Pacer American Energy Infrastructure ETF worth $14.7M as of Q2 2026.
  • Pacer American Energy Infrastructure ETF was a new Beacon Harbor Wealth Advisors position in Q2 2026.
  • Pacer American Energy Infrastructure ETF made up 2.87% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • 35 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.