Arkadios Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

Arkadios Wealth 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	$619K	Sell	27,827 -1,501	-5%	-$33.4K	0.01%	1020
2026 Q1	$655K	Sell	29,328 -142	-0.5%	-$2.89K	0.01%	981
2025 Q4	$529K	Buy	29,470 +228	+0.8%	+$3.88K	0.01%	972
2025 Q3	$499K	Buy	29,242 +324	+1%	+$5.8K	0.01%	936
2025 Q2	$530K	Buy	28,918 +3,670	+15%	+$64K	0.02%	823
2025 Q1	$505K	Buy	25,248 +159	+0.6%	+$3.14K	0.02%	701
2024 Q4	$429K	Buy	25,089 +1,376	+6%	+$23.9K	0.02%	604
2024 Q3	$412K	Sell	23,713 -77	-0.3%	-$1.38K	0.02%	609
2024 Q2	$425K	Buy	+23,790	New	+$415K	0.03%	519
2021 Q4	–	Sell	-1,405	Closed	-$14K	–	1398
2021 Q3	$14K	Buy	1,405 +6	+0.4%	+$60	﹤0.01%	1351
2021 Q2	$15K	Buy	1,399 +338	+32%	+$3.47K	﹤0.01%	1406
2021 Q1	$9K	Buy	+1,061	New	+$9.7K	﹤0.01%	1228
2020 Q4	–	Sell	-317	Closed	-$2.09K	–	1446
2020 Q3	$2.09K	Buy	317 +83	+35%	+$619	﹤0.01%	937
2020 Q2	$1.83K	Buy	+234	New	+$1.99K	﹤0.01%	873

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

Arkadios Wealth Advisors's PAA Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Plains All American Pipeline (PAA) stake by 5.1% in Q2 2026, selling an estimated $33.4K and leaving 27,827 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #1020.

Arkadios Wealth Advisors first reported a position in PAA in Q2 2020 and has held it in 14 quarters since. The position peaked at $655K in Q1 2026. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Arkadios Wealth Advisors held 27,827 shares of Plains All American Pipeline worth $619K as of Q2 2026.
Arkadios Wealth Advisors sold 1,501 Plains All American Pipeline shares in Q2 2026, an estimated $33.4K.
Plains All American Pipeline made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1020 holding.
Arkadios Wealth Advisors first reported a position in Plains All American Pipeline in Q2 2020 and has held it in 14 quarters since.
Arkadios Wealth Advisors's Plains All American Pipeline position peaked at $655K in Q1 2026.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.