Sigma Planning Corp’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Sigma Planning Corp’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 Q3	$290K	Buy	6,676 +47	+0.7%	+$2.19K	0.01%	1076
2026 Q2	$302K	Buy	6,629 +68	+1%	+$3.12K	0.01%	1125
2026 Q1	$308K	Buy	6,561 +70	+1%	+$3.03K	0.01%	1040
2025 Q4	$248K	Buy	+6,491	New	+$246K	0.01%	1113

Other funds holding USAI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SL Advisors Westfield, New Jersey $51.2M AUM 14.64% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Carlson Financial Canby, Oregon $189M AUM 17.78% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Sigma Planning Corp's USAI Position: Q3 2026 in Review

Sigma Planning Corp increased its Pacer American Energy Infrastructure ETF (USAI) stake by 0.71% in Q3 2026, buying an estimated $2.19K and bringing the position to 6,676 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #1076.

Sigma Planning Corp first reported a position in USAI in Q4 2025 and has held it in 4 quarters since. The position peaked at $308K in Q1 2026. 41 funds tracked by Wall St. Rank hold USAI as of Q3 2026.

Sigma Planning Corp held 6,676 shares of Pacer American Energy Infrastructure ETF worth $290K as of Q3 2026.
Sigma Planning Corp bought 47 Pacer American Energy Infrastructure ETF shares in Q3 2026, an estimated $2.19K.
Pacer American Energy Infrastructure ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1076 holding.
Sigma Planning Corp first reported a position in Pacer American Energy Infrastructure ETF in Q4 2025 and has held it in 4 quarters since.
Sigma Planning Corp's Pacer American Energy Infrastructure ETF position peaked at $308K in Q1 2026.
41 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.