DFG
USAI icon

Delta Financial Group’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Delta Financial Group’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
Q1 		$395K Buy
9,304
+1,209
+15% +$49.6K 0.09% 163
2024
Q4 		$322K Buy
8,095
+2,129
+36% +$82.3K 0.08% 181
2024
Q3 		$209K Buy
+5,966
New +$203K 0.08% 129

Other funds holding USAI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SA
SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
CW
Code Waechter Tampa, Florida $168M AUM 15.56% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Delta Financial Group's USAI Position: Q1 2025 in Review

Delta Financial Group increased its Pacer American Energy Infrastructure ETF (USAI) stake by 15% in Q1 2025, buying an estimated $49.6K and bringing the position to 9,304 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #163.

Delta Financial Group first reported a position in USAI in Q3 2024 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold USAI as of Q1 2025.

  • Delta Financial Group held 9,304 shares of Pacer American Energy Infrastructure ETF worth $395K as of Q1 2025.
  • Delta Financial Group bought 1,209 Pacer American Energy Infrastructure ETF shares in Q1 2025, an estimated $49.6K.
  • Pacer American Energy Infrastructure ETF made up 0.09% of Delta Financial Group's portfolio in Q1 2025, its #163 holding.
  • Delta Financial Group first reported a position in Pacer American Energy Infrastructure ETF in Q3 2024 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.