EverSource Wealth Advisors’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

EverSource Wealth Advisors’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	$122K	Buy	2,687 +5	+0.2%	+$230	﹤0.01%	1280
2026 Q1	$126K	Buy	2,682 +6	+0.2%	+$260	﹤0.01%	1292
2025 Q4	$102K	Buy	2,676 +6	+0.2%	+$228	﹤0.01%	1299
2025 Q3	$106K	Buy	2,670 +6	+0.2%	+$238	﹤0.01%	1247
2025 Q2	$108K	Buy	2,664 +6	+0.2%	+$234	﹤0.01%	1154
2025 Q1	$109K	Buy	2,658 +57	+2%	+$2.34K	0.01%	880
2024 Q4	$103K	Buy	2,601 +5	+0.2%	+$193	0.01%	889
2024 Q3	$90.9K	Buy	2,596 +1	+0%	+$34	0.01%	826
2024 Q2	$88.5K	Buy	2,595 +7	+0.3%	+$224	0.01%	848
2024 Q1	$80.7K	Buy	2,588 +8	+0.3%	+$237	0.01%	796
2023 Q4	$74.4K	Buy	2,580 +4	+0.2%	+$112	0.01%	750
2023 Q3	$70.6K	Buy	2,576 +134	+5%	+$3.7K	0.01%	694
2023 Q2	$66.4K	Buy	+2,442	New	+$63.9K	0.01%	724

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 $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

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

EverSource Wealth Advisors's USAI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Pacer American Energy Infrastructure ETF (USAI) stake by 0.19% in Q2 2026, buying an estimated $230 and bringing the position to 2,687 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

EverSource Wealth Advisors first reported a position in USAI in Q2 2023 and has held it in 13 quarters since. The position peaked at $126K in Q1 2026. 58 funds tracked by Wall St. Rank hold USAI as of Q2 2026.

EverSource Wealth Advisors held 2,687 shares of Pacer American Energy Infrastructure ETF worth $122K as of Q2 2026.
EverSource Wealth Advisors bought 5 Pacer American Energy Infrastructure ETF shares in Q2 2026, an estimated $230.
Pacer American Energy Infrastructure ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1280 holding.
EverSource Wealth Advisors first reported a position in Pacer American Energy Infrastructure ETF in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Pacer American Energy Infrastructure ETF position peaked at $126K in Q1 2026.
58 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.