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Hazlett, Burt & Watson’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Hazlett, Burt & Watson’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 		$45K Hold
1,000
– – 0.01% 480
2026
Q1 		$47K Hold
1,000
– – 0.01% 460
2025
Q4 		$39K Hold
1,000
– – 0.01% 487
2025
Q3 		$40K Buy
+1,000
New +$39.6K 0.01% 457

Other funds holding USAI

LPL Financial
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
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
SA
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
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
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

Hazlett, Burt & Watson's USAI Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Pacer American Energy Infrastructure ETF (USAI) position steady in Q2 2026 at 1,000 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #480.

Hazlett, Burt & Watson first reported a position in USAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $47K in Q1 2026. 58 funds tracked by Wall St. Rank hold USAI as of Q2 2026.

  • Hazlett, Burt & Watson held 1,000 shares of Pacer American Energy Infrastructure ETF worth $45K as of Q2 2026.
  • Hazlett, Burt & Watson left its Pacer American Energy Infrastructure ETF share count unchanged in Q2 2026.
  • Pacer American Energy Infrastructure ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #480 holding.
  • Hazlett, Burt & Watson first reported a position in Pacer American Energy Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
  • Hazlett, Burt & Watson's Pacer American Energy Infrastructure ETF position peaked at $47K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.