LPL Financial
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LPL Financial’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

LPL Financial’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 		$19M Buy
416,921
+43,277
+12% +$1.99M ﹤0.01% 1609
2026
Q1 		$17.6M Sell
373,644
-44,258
-11% -$1.92M ﹤0.01% 1561
2025
Q4 		$15.9M Buy
417,902
+23,914
+6% +$908K ﹤0.01% 1562
2025
Q3 		$15.7M Buy
393,988
+35,024
+10% +$1.39M ﹤0.01% 1520
2025
Q2 		$14.6M Sell
358,964
-23,739
-6% -$927K ﹤0.01% 1452
2025
Q1 		$15.7M Buy
382,703
+29,221
+8% +$1.2M 0.01% 1311
2024
Q4 		$14.1M Sell
353,482
-7,017
-2% -$271K 0.01% 1298
2024
Q3 		$12.6M Buy
360,499
+44,563
+14% +$1.52M 0.01% 1313
2024
Q2 		$10.5M Buy
315,936
+20,950
+7% +$669K 0.01% 1342
2024
Q1 		$9.36M Buy
294,986
+27,873
+10% +$825K 0.01% 1381
2023
Q4 		$7.7M Buy
267,113
+45,480
+21% +$1.28M ﹤0.01% 1409
2023
Q3 		$6.07M Buy
221,633
+6,043
+3% +$167K ﹤0.01% 1479
2023
Q2 		$5.86M Sell
215,590
-8,392
-4% -$220K ﹤0.01% 1469
2023
Q1 		$5.83M Buy
223,982
+1,046
+0.5% +$28K ﹤0.01% 1413
2022
Q4 		$5.94M Buy
222,936
+66,409
+42% +$1.81M 0.01% 1347
2022
Q3 		$3.91M Buy
156,527
+3,672
+2% +$101K ﹤0.01% 1547
2022
Q2 		$3.88M Buy
152,855
+6,489
+4% +$185K ﹤0.01% 1565
2022
Q1 		$4.21M Sell
146,366
-3,780
-3% -$98.4K ﹤0.01% 1552
2021
Q4 		$3.52M Buy
150,146
+12,128
+9% +$298K ﹤0.01% 1685
2021
Q3 		$3.34M Sell
138,018
-4,376
-3% -$103K ﹤0.01% 1673
2021
Q2 		$3.52M Sell
142,394
-4,992
-3% -$118K ﹤0.01% 1589
2021
Q1 		$3.17M Buy
147,386
+22,215
+18% +$456K ﹤0.01% 1535
2020
Q4 		$2.28M Sell
125,171
-25,384
-17% -$434K ﹤0.01% 1593
2020
Q3 		$2.25M Sell
150,555
-5,662
-4% -$91.1K ﹤0.01% 1387
2020
Q2 		$2.45M Buy
156,217
+145,002
+1,293% +$2.16M ﹤0.01% 1247
2020
Q1 		$122K Buy
+11,215
New +$215K ﹤0.01% 2949

Other funds holding USAI

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
CF
Carlson Financial Canby, Oregon $196M AUM

LPL Financial's USAI Position: Q2 2026 in Review

LPL Financial increased its Pacer American Energy Infrastructure ETF (USAI) stake by 12% in Q2 2026, buying an estimated $1.99M and bringing the position to 416,921 shares worth $19M. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

LPL Financial first reported a position in USAI in Q1 2020 and has held it in 26 quarters since. 58 funds tracked by Wall St. Rank hold USAI as of Q2 2026.

  • LPL Financial held 416,921 shares of Pacer American Energy Infrastructure ETF worth $19M as of Q2 2026.
  • LPL Financial bought 43,277 Pacer American Energy Infrastructure ETF shares in Q2 2026, an estimated $1.99M.
  • Pacer American Energy Infrastructure ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1609 holding.
  • LPL Financial first reported a position in Pacer American Energy Infrastructure ETF in Q1 2020 and has held it in 26 quarters since.
  • 58 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.