Avantax Advisory Services’s Pembina Pipeline PBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Buy	+5,562	New	+$210K	﹤0.01%	2175

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Avantax Advisory Services opened a new position in Pembina Pipeline (PBA) in Q2 2025: 5,562 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #2175 among its holdings.

406 funds tracked by Wall St. Rank hold PBA as of Q2 2025.

Avantax Advisory Services held 5,562 shares of Pembina Pipeline worth $209K as of Q2 2025.
Pembina Pipeline was a new Avantax Advisory Services position in Q2 2025.
Pembina Pipeline made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2175 holding.
406 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2025.

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