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Kingswood Wealth Advisors’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Kingswood Wealth Advisors’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
Q1 		– Sell
-8,528
Closed -$339K – 821
2024
Q4 		$339K Buy
+8,528
New +$330K 0.03% 564
2023
Q3 		– Sell
-8,457
Closed -$230K – 475
2023
Q2 		$230K Buy
+8,457
New +$221K 0.07% 232

Other funds holding USAI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SA
SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
CW
Code Waechter Tampa, Florida $168M AUM 15.56% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Kingswood Wealth Advisors's USAI Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Pacer American Energy Infrastructure ETF (USAI) in Q1 2025, closing a stake of 8,528 shares — an estimated $339K sold.

Kingswood Wealth Advisors first reported a position in USAI in Q2 2023 and held it in 2 quarters. The position peaked at $339K in Q4 2024. 48 funds tracked by Wall St. Rank hold USAI as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Pacer American Energy Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 8,528 Pacer American Energy Infrastructure ETF shares in Q1 2025, an estimated $339K.
  • Kingswood Wealth Advisors first reported a position in Pacer American Energy Infrastructure ETF in Q2 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Pacer American Energy Infrastructure ETF position peaked at $339K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.