Sandy Spring Bank’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Sandy Spring Bank’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 Q1	$829	Buy	+20	New	+$820	﹤0.01%	1102

Other funds holding USAI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Code Waechter Tampa, Florida $193M AUM 22.49% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Sandy Spring Bank's USAI Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in Pacer American Energy Infrastructure ETF (USAI) in Q1 2025: 20 shares worth $829. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings.

48 funds tracked by Wall St. Rank hold USAI as of Q1 2025.

Sandy Spring Bank held 20 shares of Pacer American Energy Infrastructure ETF worth $829 as of Q1 2025.
Pacer American Energy Infrastructure ETF was a new Sandy Spring Bank position in Q1 2025.
Pacer American Energy Infrastructure ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1102 holding.
48 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.