NFG
USAI icon

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

Norris Financial Group’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 		$7.41M Buy
162,973
+19,498
+14% +$896K 2.95% 10
2026
Q1 		$6.74M Buy
+143,475
New +$6.21M 2.2% 13

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
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 40.91% 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

Norris Financial Group's USAI Position: Q2 2026 in Review

Norris Financial Group increased its Pacer American Energy Infrastructure ETF (USAI) stake by 14% in Q2 2026, buying an estimated $896K and bringing the position to 162,973 shares worth $7.41M. The position accounts for 2.95% of the portfolio, ranked #10.

Norris Financial Group first reported a position in USAI in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold USAI as of Q2 2026.

  • Norris Financial Group held 162,973 shares of Pacer American Energy Infrastructure ETF worth $7.41M as of Q2 2026.
  • Norris Financial Group bought 19,498 Pacer American Energy Infrastructure ETF shares in Q2 2026, an estimated $896K.
  • Pacer American Energy Infrastructure ETF made up 2.95% of Norris Financial Group's portfolio in Q2 2026, its #10 holding.
  • Norris Financial Group first reported a position in Pacer American Energy Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.