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Prosperity Wealth Management’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Prosperity Wealth Management’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
2024
Q4 		– Sell
-12,120
Closed -$424K – 246
2024
Q3 		$424K Buy
+12,120
New +$413K 0.17% 100

Other funds holding USAI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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 $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
Code Waechter Tampa, Florida $168M AUM 15.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Prosperity Wealth Management's USAI Position: Q4 2024 in Review

Prosperity Wealth Management sold out of Pacer American Energy Infrastructure ETF (USAI) in Q4 2024, closing a stake of 12,120 shares — an estimated $424K sold.

Prosperity Wealth Management first reported a position in USAI in Q3 2024 and held it in 1 quarter. The position peaked at $424K in Q3 2024. 39 funds tracked by Wall St. Rank hold USAI as of Q4 2024.

  • Prosperity Wealth Management reported no remaining Pacer American Energy Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 12,120 Pacer American Energy Infrastructure ETF shares in Q4 2024, an estimated $424K.
  • Prosperity Wealth Management first reported a position in Pacer American Energy Infrastructure ETF in Q3 2024 and held it in 1 quarter.
  • Prosperity Wealth Management's Pacer American Energy Infrastructure ETF position peaked at $424K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q4 2024.

Based on Prosperity Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.