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 Q1	$304K	Buy	+6,471	New	+$280K	﹤0.01%	1191

Other funds holding USAI

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NFG

Norris Financial Group Greenville, South Carolina $306M AUM 44.22% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Summit Financial's USAI Position: Q1 2026 in Review

Summit Financial opened a new position in Pacer American Energy Infrastructure ETF (USAI) in Q1 2026: 6,471 shares worth $304K. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings.

52 funds tracked by Wall St. Rank hold USAI as of Q1 2026.

Summit Financial held 6,471 shares of Pacer American Energy Infrastructure ETF worth $304K as of Q1 2026.
Pacer American Energy Infrastructure ETF was a new Summit Financial position in Q1 2026.
Pacer American Energy Infrastructure ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1191 holding.
52 funds tracked by Wall St. Rank held Pacer American Energy Infrastructure ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.