Optivise Advisory Services’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Optivise Advisory 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
2026 Q2	$214K	Buy	+4,714	New	+$217K	0.11%	206

Other funds holding USAI

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

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

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

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

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

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Optivise Advisory Services's USAI Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Pacer American Energy Infrastructure ETF (USAI) in Q2 2026: 4,714 shares worth $214K. The stake represents 0.11% of the portfolio and ranks #206 among its holdings.

15 funds tracked by Wall St. Rank hold USAI as of Q2 2026.

Optivise Advisory Services held 4,714 shares of Pacer American Energy Infrastructure ETF worth $214K as of Q2 2026.
Pacer American Energy Infrastructure ETF was a new Optivise Advisory Services position in Q2 2026.
Pacer American Energy Infrastructure ETF made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #206 holding.
15 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.