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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,528
Closed -$339K 821
2024
Q4
$339K Buy
+8,528
New +$339K 0.03% 564
2023
Q3
Sell
-8,457
Closed -$230K 475
2023
Q2
$230K Buy
+8,457
New +$230K 0.07% 232