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

OneAscent Financial Services’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
2025
Q3 		– Sell
-68,891
Closed -$2.81M – 563
2025
Q2 		$2.81M Buy
68,891
+49,068
+248% +$1.92M 0.2% 80
2025
Q1 		$815K Buy
+19,823
New +$813K 0.05% 234

Other funds holding USAI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
SA
SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CW
Code Waechter Tampa, Florida $193M AUM 22.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

OneAscent Financial Services's USAI Position: Q3 2025 in Review

OneAscent Financial Services sold out of Pacer American Energy Infrastructure ETF (USAI) in Q3 2025, closing a stake of 68,891 shares — an estimated $2.81M sold.

OneAscent Financial Services first reported a position in USAI in Q1 2025 and held it in 2 quarters. The position peaked at $2.81M in Q2 2025. 47 funds tracked by Wall St. Rank hold USAI as of Q3 2025.

  • OneAscent Financial Services reported no remaining Pacer American Energy Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 68,891 Pacer American Energy Infrastructure ETF shares in Q3 2025, an estimated $2.81M.
  • OneAscent Financial Services first reported a position in Pacer American Energy Infrastructure ETF in Q1 2025 and held it in 2 quarters.
  • OneAscent Financial Services's Pacer American Energy Infrastructure ETF position peaked at $2.81M in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q3 2025.

Based on OneAscent Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.