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 Q2	$231K	Buy	5,086 +594	+13%	+$27.3K	0.01%	1006
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 $445B AUM 25.58% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NFG

Norris Financial Group Greenville, South Carolina $251M AUM 48.4% 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

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Belpointe Asset Management's USAI Position: Q2 2026 in Review

Belpointe Asset Management increased its Pacer American Energy Infrastructure ETF (USAI) stake by 13% in Q2 2026, buying an estimated $27.3K and bringing the position to 5,086 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #1006.

Belpointe Asset Management first reported a position in USAI in Q4 2022 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold USAI as of Q2 2026.

Belpointe Asset Management held 5,086 shares of Pacer American Energy Infrastructure ETF worth $231K as of Q2 2026.
Belpointe Asset Management bought 594 Pacer American Energy Infrastructure ETF shares in Q2 2026, an estimated $27.3K.
Pacer American Energy Infrastructure ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1006 holding.
Belpointe Asset Management first reported a position in Pacer American Energy Infrastructure ETF in Q4 2022 and has held it in 4 quarters since.
58 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.