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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
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 $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NFG
Norris Financial Group Greenville, South Carolina $306M AUM 44.22% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Hazlett, Burt & Watson's USAI Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Pacer American Energy Infrastructure ETF (USAI) position steady in Q1 2026 at 1,000 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #460.

Hazlett, Burt & Watson first reported a position in USAI in Q3 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold USAI as of Q1 2026.

  • Hazlett, Burt & Watson held 1,000 shares of Pacer American Energy Infrastructure ETF worth $47K as of Q1 2026.
  • Hazlett, Burt & Watson left its Pacer American Energy Infrastructure ETF share count unchanged in Q1 2026.
  • Pacer American Energy Infrastructure ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #460 holding.
  • Hazlett, Burt & Watson first reported a position in Pacer American Energy Infrastructure ETF in Q3 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.