Avantax Advisory Services’s Plains GP Holdings PAGP Stock Holding History

Avantax Advisory Services’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Buy	56,811 +8,189	+17%	+$152K	0.01%	1105
2025 Q1	$1.04M	Buy	48,622 +8,498	+21%	+$179K	0.01%	1068
2024 Q4	$737K	Buy	40,124 +5,949	+17%	+$111K	﹤0.01%	1209
2024 Q3	$632K	Sell	34,175 -1,196	-3%	-$22.7K	﹤0.01%	1263
2024 Q2	$666K	Buy	35,371 +7,912	+29%	+$145K	﹤0.01%	1195
2024 Q1	$501K	Sell	27,459 -3,970	-13%	-$67K	﹤0.01%	1036
2023 Q4	$501K	Sell	31,429 -14,938	-32%	-$236K	0.01%	981
2023 Q3	$747K	Sell	46,367 -2,770	-6%	-$43.6K	0.01%	791
2023 Q2	$729K	Sell	49,137 -2,845	-5%	-$39.3K	0.01%	793
2023 Q1	$682K	Sell	51,982 -5,686	-10%	-$74.5K	0.01%	795
2022 Q4	$717K	Buy	57,668 +1,930	+3%	+$24.1K	0.01%	735
2022 Q3	$608K	Buy	55,738 +3,941	+8%	+$45.2K	0.01%	698
2022 Q2	$535K	Buy	51,797 +769	+2%	+$8.83K	0.01%	759
2022 Q1	$590K	Sell	51,028 -5,065	-9%	-$58.2K	0.01%	729
2021 Q4	$569K	Buy	56,093 +29,802	+113%	+$321K	0.01%	719
2021 Q3	$283K	Buy	26,291 +11,200	+74%	+$117K	﹤0.01%	951
2021 Q2	$180K	Buy	+15,091	New	+$161K	﹤0.01%	1087

Other funds holding PAGP

TCA

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Avantax Advisory Services increased its Plains GP Holdings (PAGP) stake by 17% in Q2 2025, buying an estimated $152K and bringing the position to 56,811 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1105.

Avantax Advisory Services first reported a position in PAGP in Q2 2021 and has held it in 17 quarters since. 324 funds tracked by Wall St. Rank hold PAGP as of Q2 2025.

Avantax Advisory Services held 56,811 shares of Plains GP Holdings worth $1.1M as of Q2 2025.
Avantax Advisory Services bought 8,189 Plains GP Holdings shares in Q2 2025, an estimated $152K.
Plains GP Holdings made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1105 holding.
Avantax Advisory Services first reported a position in Plains GP Holdings in Q2 2021 and has held it in 17 quarters since.
324 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2025.

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