SF
USAI icon

Summit Financial’s Pacer American Energy Infrastructure ETF USAI Stock Holding History

Summit Financial’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 		$381K Buy
8,372
+1,901
+29% +$87.3K ﹤0.01% 1210
2026
Q1 		$304K Buy
+6,471
New +$280K ﹤0.01% 1191

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

Summit Financial's USAI Position: Q2 2026 in Review

Summit Financial increased its Pacer American Energy Infrastructure ETF (USAI) stake by 29% in Q2 2026, buying an estimated $87.3K and bringing the position to 8,372 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Summit Financial first reported a position in USAI in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold USAI as of Q2 2026.

  • Summit Financial held 8,372 shares of Pacer American Energy Infrastructure ETF worth $381K as of Q2 2026.
  • Summit Financial bought 1,901 Pacer American Energy Infrastructure ETF shares in Q2 2026, an estimated $87.3K.
  • Pacer American Energy Infrastructure ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1210 holding.
  • Summit Financial first reported a position in Pacer American Energy Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.