Integrated Wealth Concepts’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Integrated Wealth Concepts’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	$19.6K	Buy	+430	New	+$19.8K	﹤0.01%	4110

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 40.91% 1-Year Est. Return

AWA

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

Integrated Wealth Concepts's USAI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Pacer American Energy Infrastructure ETF (USAI) in Q2 2026: 430 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #4110 among its holdings.

59 funds tracked by Wall St. Rank hold USAI as of Q2 2026.

Integrated Wealth Concepts held 430 shares of Pacer American Energy Infrastructure ETF worth $19.6K as of Q2 2026.
Pacer American Energy Infrastructure ETF was a new Integrated Wealth Concepts position in Q2 2026.
Pacer American Energy Infrastructure ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4110 holding.
59 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.