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

Congress Wealth Management’s Portfolio USAI Stock Details USAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$847K Buy
20,810
+2,200
+12% +$89.6K 0.01% 753
2025
Q1 		$777K Buy
+18,610
New +$777K 0.01% 690