Atria Wealth Solutions’s Plains All American Pipeline PAA Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$508K	Sell	27,550 -5,498	-17%	-$96K	0.01%	904
2025 Q1	$661K	Sell	33,048 -60,514	-65%	-$1.2M	0.01%	1059
2024 Q4	$1.6M	Buy	93,562 +21,969	+31%	+$382K	0.02%	729
2024 Q3	$1.24M	Buy	71,593 +422	+0.6%	+$7.55K	0.01%	833
2024 Q2	$1.27M	Sell	71,171 -16,173	-19%	-$282K	0.01%	792
2024 Q1	$1.53M	Buy	87,344 +13,347	+18%	+$215K	0.02%	724
2023 Q4	$1.12M	Sell	73,997 -9,983	-12%	-$152K	0.01%	816
2023 Q3	$1.29M	Buy	83,980 +2,057	+3%	+$30.8K	0.02%	715
2023 Q2	$1.16M	Sell	81,923 -36,785	-31%	-$486K	0.02%	787
2023 Q1	$1.48M	Buy	118,708 +37,146	+46%	+$464K	0.02%	648
2022 Q4	$959K	Buy	81,562 +4,240	+5%	+$50.2K	0.02%	766
2022 Q3	$813K	Buy	77,322 +62,322	+415%	+$696K	0.01%	792
2022 Q2	$147K	Sell	15,000 -22,715	-60%	-$246K	﹤0.01%	1494
2022 Q1	$406K	Buy	+37,715	New	+$404K	0.01%	1173

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

TCA

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

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

Atria Wealth Solutions's PAA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Plains All American Pipeline (PAA) stake by 17% in Q2 2025, selling an estimated $96K and leaving 27,550 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #904.

Atria Wealth Solutions first reported a position in PAA in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.6M in Q4 2024. 381 funds tracked by Wall St. Rank hold PAA as of Q2 2025.

Atria Wealth Solutions held 27,550 shares of Plains All American Pipeline worth $508K as of Q2 2025.
Atria Wealth Solutions sold 5,498 Plains All American Pipeline shares in Q2 2025, an estimated $96K.
Plains All American Pipeline made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #904 holding.
Atria Wealth Solutions first reported a position in Plains All American Pipeline in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Plains All American Pipeline position peaked at $1.6M in Q4 2024.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.