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

Independent 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
2026 Q2	$913K	Buy	20,073 +11,921	+146%	+$548K	0.02%	729
2026 Q1	$383K	Buy	8,152 +2,078	+34%	+$90K	0.01%	1055
2025 Q4	$232K	Sell	6,074 -1,111	-15%	-$42.2K	0.01%	1271
2025 Q3	$286K	Buy	+7,185	New	+$285K	0.01%	1115

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

Independent Financial Group's USAI Position: Q2 2026 in Review

Independent Financial Group increased its Pacer American Energy Infrastructure ETF (USAI) stake by 146% in Q2 2026, buying an estimated $548K and bringing the position to 20,073 shares worth $913K. The position accounts for 0.02% of the portfolio, ranked #729.

Independent Financial Group first reported a position in USAI in Q3 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold USAI as of Q2 2026.

Independent Financial Group held 20,073 shares of Pacer American Energy Infrastructure ETF worth $913K as of Q2 2026.
Independent Financial Group bought 11,921 Pacer American Energy Infrastructure ETF shares in Q2 2026, an estimated $548K.
Pacer American Energy Infrastructure ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #729 holding.
Independent Financial Group first reported a position in Pacer American Energy Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
59 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.