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

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 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

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

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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.

59 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.
59 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.