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Lodestone Wealth Management’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Lodestone Wealth Management’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 		$189K Sell
4,165
-697
-14% -$32K 0.07% 185
2026
Q1 		$228K Buy
4,862
+40
+0.8% +$1.73K 0.09% 163
2025
Q4 		$184K Sell
4,822
-2,502
-34% -$95K 0.07% 179
2025
Q3 		$292K Buy
7,324
+538
+8% +$21.3K 0.13% 142
2025
Q2 		$276K Buy
+6,786
New +$265K 0.13% 138

Other funds holding USAI

LPL Financial
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
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
SA
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
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
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

Lodestone Wealth Management's USAI Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Pacer American Energy Infrastructure ETF (USAI) stake by 14% in Q2 2026, selling an estimated $32K and leaving 4,165 shares worth $189K. The position accounts for 0.07% of the portfolio, ranked #185.

Lodestone Wealth Management first reported a position in USAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $292K in Q3 2025. 58 funds tracked by Wall St. Rank hold USAI as of Q2 2026.

  • Lodestone Wealth Management held 4,165 shares of Pacer American Energy Infrastructure ETF worth $189K as of Q2 2026.
  • Lodestone Wealth Management sold 697 Pacer American Energy Infrastructure ETF shares in Q2 2026, an estimated $32K.
  • Pacer American Energy Infrastructure ETF made up 0.07% of Lodestone Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Lodestone Wealth Management first reported a position in Pacer American Energy Infrastructure ETF in Q2 2025 and has held it in 5 quarters since.
  • Lodestone Wealth Management's Pacer American Energy Infrastructure ETF position peaked at $292K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.