Aptus Capital Advisors’s Plains All American Pipeline PAA Stock Holding History

Aptus Capital Advisors’s Portfolio PAA Stock Details PAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.36M	Sell	106,169 -459	-0.4%	-$10.2K	0.02%	479
2026 Q1	$2.38M	Buy	+106,628	New	+$2.17M	0.02%	451
2025 Q1	–	Sell	-92,186	Closed	-$1.57M	–	1484
2024 Q4	$1.57M	Buy	+92,186	New	+$1.6M	0.02%	438
2023 Q4	–	Sell	-45,571	Closed	-$698K	–	964
2023 Q3	$698K	Sell	45,571 -12,485	-22%	-$187K	0.02%	336
2023 Q2	$819K	Sell	58,056 -10,298	-15%	-$136K	0.02%	283
2023 Q1	$852K	Buy	+68,354	New	+$853K	0.02%	280

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aptus Capital Advisors's PAA Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Plains All American Pipeline (PAA) stake by 0.43% in Q2 2026, selling an estimated $10.2K and leaving 106,169 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #479.

Aptus Capital Advisors first reported a position in PAA in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.38M in Q1 2026. 419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Aptus Capital Advisors held 106,169 shares of Plains All American Pipeline worth $2.36M as of Q2 2026.
Aptus Capital Advisors sold 459 Plains All American Pipeline shares in Q2 2026, an estimated $10.2K.
Plains All American Pipeline made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #479 holding.
Aptus Capital Advisors first reported a position in Plains All American Pipeline in Q1 2023 and has held it in 6 quarters since.
Aptus Capital Advisors's Plains All American Pipeline position peaked at $2.38M in Q1 2026.
419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.