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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
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
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
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
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
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
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

Sigma Planning Corp's USAI Position: Q2 2026 in Review

Sigma Planning Corp increased its Pacer American Energy Infrastructure ETF (USAI) stake by 1% in Q2 2026, buying an estimated $3.12K and bringing the position to 6,629 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #1125.

Sigma Planning Corp first reported a position in USAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $308K in Q1 2026. 59 funds tracked by Wall St. Rank hold USAI as of Q2 2026.

  • Sigma Planning Corp held 6,629 shares of Pacer American Energy Infrastructure ETF worth $302K as of Q2 2026.
  • Sigma Planning Corp bought 68 Pacer American Energy Infrastructure ETF shares in Q2 2026, an estimated $3.12K.
  • Pacer American Energy Infrastructure ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1125 holding.
  • Sigma Planning Corp first reported a position in Pacer American Energy Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
  • Sigma Planning Corp's Pacer American Energy Infrastructure ETF position peaked at $308K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.