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

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 $51.2M AUM 14.64% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 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

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 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. 58 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.
58 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.