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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 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. 22 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.
22 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.