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Pacer Fds Tr amercn enrgy i shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr amercn enrgy i (USAI) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Pacer Fds Tr amercn enrgy i

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All positions including Pacer Fds Tr amercn enrgy i held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr amercn enrgy i by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $292k 7.3k 39.85
2025-06-30 $276k 6.8k 40.71

More positions owned by Lodestone Wealth Management

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Capital Group Core Plus Income Etf Etf (CGCP)
Capital Group Dividend Value Etf Etf (CGDV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Short Duration Income Etf Etf (CGSD)
Jpmorgan Chase & Co Stock (JPM)
Nvidia Corporation Stock (NVDA)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Amgen Stock (AMGN)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Lodestone Wealth Management

Top funds holding Pacer Fds Tr amercn enrgy i

LPL Financial
JBR Co Financial Management
Sl Advisors
Advisor Group Holdings
Fundamentun
H D Vest Advisory Services
Code Waechter
Cetera Investment Advisers
Cambridge Investment Research Advisors
Kestra Advisory Services
International Assets Investment Management
Congress Wealth Management LLC / DE /
Flow Traders US
Gts Securities
Jane Street

View all funds holding Pacer Fds Tr amercn enrgy i