Avantax Advisory Services’s Plains All American Pipeline PAA Stock Holding History

Avantax Advisory Services’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	$231K	Sell	12,625 -35,082	-74%	-$612K	﹤0.01%	2105
2025 Q1	$954K	Buy	47,707 +33,271	+230%	+$657K	0.01%	1116
2024 Q4	$247K	Buy	14,436 +4,241	+42%	+$73.8K	﹤0.01%	1921
2024 Q3	$177K	Sell	10,195 -1,718	-14%	-$30.8K	﹤0.01%	2017
2024 Q2	$213K	Buy	11,913 +1,840	+18%	+$32.1K	﹤0.01%	1914
2024 Q1	$177K	Sell	10,073 -2,914	-22%	-$47K	﹤0.01%	1555
2023 Q4	$197K	Buy	12,987 +2,796	+27%	+$42.7K	﹤0.01%	1480
2023 Q3	$156K	Buy	10,191 +172	+2%	+$2.58K	﹤0.01%	1457
2023 Q2	$141K	Buy	+10,019	New	+$132K	﹤0.01%	1427
2020 Q4	–	Sell	-13,056	Closed	-$77K	–	1222
2020 Q3	$77K	Buy	+13,056	New	+$97.3K	﹤0.01%	1320

Other funds holding PAA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's PAA Position: Q2 2025 in Review

Avantax Advisory Services reduced its Plains All American Pipeline (PAA) stake by 74% in Q2 2025, selling an estimated $612K and leaving 12,625 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Avantax Advisory Services first reported a position in PAA in Q3 2020 and has held it in 10 quarters since. The position peaked at $954K in Q1 2025. 381 funds tracked by Wall St. Rank hold PAA as of Q2 2025.

Avantax Advisory Services held 12,625 shares of Plains All American Pipeline worth $231K as of Q2 2025.
Avantax Advisory Services sold 35,082 Plains All American Pipeline shares in Q2 2025, an estimated $612K.
Plains All American Pipeline made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2105 holding.
Avantax Advisory Services first reported a position in Plains All American Pipeline in Q3 2020 and has held it in 10 quarters since.
Avantax Advisory Services's Plains All American Pipeline position peaked at $954K in Q1 2025.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.