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 $377B AUM 19.32% 1-Year Est. Return

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

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 $8.94B AUM 20.84% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

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