Creative Financial Designs’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Creative Financial Designs’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	$14.6K	Buy	320 +200	+167%	+$9.19K	﹤0.01%	1415
2026 Q1	$5.64K	Buy	120 +75	+167%	+$3.25K	﹤0.01%	1559
2025 Q4	$1.72K	Sell	45 -474	-91%	-$18K	﹤0.01%	1707
2025 Q3	$20.7K	Sell	519 -1,394	-73%	-$55.3K	﹤0.01%	1135
2025 Q2	$77.9K	Sell	1,913 -5,375	-74%	-$210K	0.01%	733
2025 Q1	$300K	Buy	7,288 +6,638	+1,021%	+$272K	0.02%	362
2024 Q4	$25.9K	Buy	+650	New	+$25.1K	﹤0.01%	983

Other funds holding USAI

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Creative Financial Designs's USAI Position: Q2 2026 in Review

Creative Financial Designs increased its Pacer American Energy Infrastructure ETF (USAI) stake by 167% in Q2 2026, buying an estimated $9.19K and bringing the position to 320 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Creative Financial Designs first reported a position in USAI in Q4 2024 and has held it in 7 quarters since. The position peaked at $300K in Q1 2025. 28 funds tracked by Wall St. Rank hold USAI as of Q2 2026.

Creative Financial Designs held 320 shares of Pacer American Energy Infrastructure ETF worth $14.6K as of Q2 2026.
Creative Financial Designs bought 200 Pacer American Energy Infrastructure ETF shares in Q2 2026, an estimated $9.19K.
Pacer American Energy Infrastructure ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1415 holding.
Creative Financial Designs first reported a position in Pacer American Energy Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
Creative Financial Designs's Pacer American Energy Infrastructure ETF position peaked at $300K in Q1 2025.
28 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.