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USAIUSAI
7 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in PACER FDS TR

Yes. Steward Partners Investment Advisory holds 5,257 shares of USAI, worth $239,158, as of its Q2 2026 13F filing. It increased the position from 956 shares in Q1 2026. Steward Partners Investment Advisory has held USAI since Q4 2024, across 7 quarterly 13F filings.

Current Value

$239,158

Current Shares

5,257

Total Value Change

+$235,174

Total Shares Change

+5,157

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5,257
+449.9%
$239,1580.0%$44.88
37
2026-Q1
Increased
956
+810.5%
$44,9030.0%$45.87
33
2025-Q4
Increased
105
+1.0%
$4,0220.0%$36.83
10
2025-Q3
Increased
104
+1.0%
$4,1480.0%$37.98
10
2025-Q2
Increased
103
+1.0%
$4,1880.0%$38.34
10
2025-Q1
Increased
102
+2.0%
$4,1780.0%$38.24
10
2024-Q4
New
100
-
$3,9840.0%$36.58
22

Other major holders of USAI: LPL Financial LLC

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