Congress Wealth Management’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Congress Wealth 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
2025 Q2	$847K	Buy	20,810 +2,200	+12%	+$85.9K	0.01%	753
2025 Q1	$777K	Buy	+18,610	New	+$763K	0.01%	690

Other funds holding USAI

LPL Financial San Diego, California $445B AUM 25.58% 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 $85.1B AUM 27.35% 1-Year Est. Return

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

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Code Waechter Tampa, Florida $193M AUM 22.49% 1-Year Est. Return

Congress Wealth Management's USAI Position: Q2 2025 in Review

Congress Wealth Management increased its Pacer American Energy Infrastructure ETF (USAI) stake by 12% in Q2 2025, buying an estimated $85.9K and bringing the position to 20,810 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #753.

Congress Wealth Management first reported a position in USAI in Q1 2025 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold USAI as of Q2 2025.

Congress Wealth Management held 20,810 shares of Pacer American Energy Infrastructure ETF worth $847K as of Q2 2025.
Congress Wealth Management bought 2,200 Pacer American Energy Infrastructure ETF shares in Q2 2025, an estimated $85.9K.
Pacer American Energy Infrastructure ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #753 holding.
Congress Wealth Management first reported a position in Pacer American Energy Infrastructure ETF in Q1 2025 and has held it in 2 quarters since.
48 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.