Financial Advocates Investment Management’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Financial Advocates Investment Management’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 Q3	–	Sell	-25,467	Closed	-$1.04M	–	570
2025 Q2	$1.04M	Buy	25,467 +7,715	+43%	+$301K	0.08%	225
2025 Q1	$730K	Buy	17,752 +7,182	+68%	+$295K	0.05%	343
2024 Q4	$420K	Buy	+10,570	New	+$409K	0.02%	507

Other funds holding USAI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Code Waechter Tampa, Florida $193M AUM 22.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Financial Advocates Investment Management's USAI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Pacer American Energy Infrastructure ETF (USAI) in Q3 2025, closing a stake of 25,467 shares — an estimated $1.04M sold.

Financial Advocates Investment Management first reported a position in USAI in Q4 2024 and held it in 3 quarters. The position peaked at $1.04M in Q2 2025. 47 funds tracked by Wall St. Rank hold USAI as of Q3 2025.

Financial Advocates Investment Management reported no remaining Pacer American Energy Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 25,467 Pacer American Energy Infrastructure ETF shares in Q3 2025, an estimated $1.04M.
Financial Advocates Investment Management first reported a position in Pacer American Energy Infrastructure ETF in Q4 2024 and held it in 3 quarters.
Financial Advocates Investment Management's Pacer American Energy Infrastructure ETF position peaked at $1.04M in Q2 2025.
47 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.