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

Lenox 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
2020 Q4	–	Sell	-136	Closed	-$2K	–	680
2020 Q3	$2K	Buy	+136	New	+$2.19K	﹤0.01%	534

Other funds holding USAI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lenox Wealth Advisors's USAI Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Pacer American Energy Infrastructure ETF (USAI) in Q4 2020, closing a stake of 136 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in USAI in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 6 funds tracked by Wall St. Rank hold USAI as of Q4 2020.

Lenox Wealth Advisors reported no remaining Pacer American Energy Infrastructure ETF position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 136 Pacer American Energy Infrastructure ETF shares in Q4 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in Pacer American Energy Infrastructure ETF in Q3 2020 and held it in 1 quarter.
Lenox Wealth Advisors's Pacer American Energy Infrastructure ETF position peaked at $2K in Q3 2020.
6 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.