Avantax Planning Partners’s Plains All American Pipeline PAA Stock Holding History

Avantax Planning Partners’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	$367K	Hold	16,500	–	–	0.01%	335
2026 Q1	$368K	Sell	16,500 -2,200	-12%	-$44.7K	0.01%	317
2025 Q4	$336K	Hold	18,700	–	–	0.01%	335
2025 Q3	$319K	Hold	18,700	–	–	0.01%	341
2025 Q2	$343K	Buy	18,700 +2,700	+17%	+$47.1K	0.01%	328
2025 Q1	$320K	Buy	16,000 +2,000	+14%	+$39.5K	0.01%	326
2024 Q4	$239K	Hold	14,000	–	–	0.01%	377
2024 Q3	$243K	Hold	14,000	–	–	0.01%	376
2024 Q2	$250K	Hold	14,000	–	–	0.01%	395
2024 Q1	$246K	Hold	14,000	–	–	0.01%	403
2023 Q4	$212K	Hold	14,000	–	–	0.01%	350
2023 Q3	$214K	Buy	+14,000	New	+$210K	0.01%	337
2018 Q4	–	Sell	-634	Closed	-$16K	–	927
2018 Q3	$16K	Buy	+634	New	+$16K	﹤0.01%	757
2018 Q2	–	Sell	-512	Closed	-$11K	–	1096
2018 Q1	$11K	Buy	+512	New	+$11.3K	﹤0.01%	1004

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

Avantax Planning Partners's PAA Position: Q2 2026 in Review

Avantax Planning Partners held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 16,500 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #335.

Avantax Planning Partners first reported a position in PAA in Q1 2018 and has held it in 14 quarters since. The position peaked at $368K in Q1 2026. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Avantax Planning Partners held 16,500 shares of Plains All American Pipeline worth $367K as of Q2 2026.
Avantax Planning Partners left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #335 holding.
Avantax Planning Partners first reported a position in Plains All American Pipeline in Q1 2018 and has held it in 14 quarters since.
Avantax Planning Partners's Plains All American Pipeline position peaked at $368K in Q1 2026.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.