MCC
USAI icon

Money Concepts Capital’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-141
Closed -$3.75K – 2765
2022
Q4 		$3.75K Hold
141
– – ﹤0.01% 2470
2022
Q3 		$4K Buy
+141
New +$3.87K ﹤0.01% 1290

Other funds holding USAI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Money Concepts Capital's USAI Position: Q1 2023 in Review

Money Concepts Capital sold out of Pacer American Energy Infrastructure ETF (USAI) in Q1 2023, closing a stake of 141 shares — an estimated $3.75K sold.

Money Concepts Capital first reported a position in USAI in Q3 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 17 funds tracked by Wall St. Rank hold USAI as of Q1 2023.

  • Money Concepts Capital reported no remaining Pacer American Energy Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 141 Pacer American Energy Infrastructure ETF shares in Q1 2023, an estimated $3.75K.
  • Money Concepts Capital first reported a position in Pacer American Energy Infrastructure ETF in Q3 2022 and held it in 2 quarters.
  • Money Concepts Capital's Pacer American Energy Infrastructure ETF position peaked at $4K in Q3 2022.
  • 17 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.