Belpointe Asset Management’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Belpointe Asset Management’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 Q1	$211K	Buy	+4,492	New	+$195K	0.01%	990
2023 Q2	–	Sell	-10	Closed	-$260	–	3243
2023 Q1	$260	Hold	10	–	–	﹤0.01%	3651
2022 Q4	$266	Buy	+10	New	+$273	﹤0.01%	3608

Other funds holding USAI

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NFG

Norris Financial Group Greenville, South Carolina $306M AUM 44.22% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Belpointe Asset Management's USAI Position: Q1 2026 in Review

Belpointe Asset Management opened a new position in Pacer American Energy Infrastructure ETF (USAI) in Q1 2026: 4,492 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in USAI as recently as Q1 2023.

Belpointe Asset Management first reported a position in USAI in Q4 2022 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold USAI as of Q1 2026.

Belpointe Asset Management held 4,492 shares of Pacer American Energy Infrastructure ETF worth $211K as of Q1 2026.
Pacer American Energy Infrastructure ETF was a new Belpointe Asset Management position in Q1 2026.
Pacer American Energy Infrastructure ETF made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #990 holding.
Belpointe Asset Management first reported a position in Pacer American Energy Infrastructure ETF in Q4 2022 and has held it in 3 quarters since.
52 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.