Avantax Planning Partners’s Pembina Pipeline PBA Stock Holding History

Avantax Planning Partners’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
2026 Q2	$250K	Sell	5,401 -142	-3%	-$6.57K	0.01%	400
2026 Q1	$248K	Hold	5,543	–	–	0.01%	383
2025 Q4	$211K	Sell	5,543 -1,590	-22%	-$61.2K	0.01%	416
2025 Q3	$289K	Hold	7,133	–	–	0.01%	359
2025 Q2	$268K	Hold	7,133	–	–	0.01%	374
2025 Q1	$286K	Hold	7,133	–	–	0.01%	342
2024 Q4	$264K	Hold	7,133	–	–	0.01%	359
2024 Q3	$294K	Hold	7,133	–	–	0.01%	339
2024 Q2	$264K	Hold	7,133	–	–	0.01%	382
2024 Q1	$252K	Buy	7,133 +142	+2%	+$4.89K	0.01%	393
2023 Q4	$241K	Hold	6,991	–	–	0.01%	328
2023 Q3	$210K	Hold	6,991	–	–	0.01%	340
2023 Q2	$220K	Hold	6,991	–	–	0.01%	341
2023 Q1	$227K	Hold	6,991	–	–	0.01%	336
2022 Q4	$237K	Hold	6,991	–	–	0.01%	325
2022 Q3	$212K	Hold	6,991	–	–	0.01%	322
2022 Q2	$247K	Hold	6,991	–	–	0.01%	299
2022 Q1	$263K	Hold	6,991	–	–	0.01%	302
2021 Q4	$212K	Hold	6,991	–	–	0.01%	328
2021 Q3	$222K	Hold	6,991	–	–	0.01%	303
2021 Q2	$222K	Hold	6,991	–	–	0.01%	297
2021 Q1	$202K	Buy	+6,991	New	+$194K	0.01%	294

Other funds holding PBA

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Avantax Planning Partners reduced its Pembina Pipeline (PBA) stake by 2.6% in Q2 2026, selling an estimated $6.57K and leaving 5,401 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #400.

Avantax Planning Partners first reported a position in PBA in Q1 2021 and has held it in 22 quarters since. The position peaked at $294K in Q3 2024. 434 funds tracked by Wall St. Rank hold PBA as of Q2 2026.

Avantax Planning Partners held 5,401 shares of Pembina Pipeline worth $250K as of Q2 2026.
Avantax Planning Partners sold 142 Pembina Pipeline shares in Q2 2026, an estimated $6.57K.
Pembina Pipeline made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #400 holding.
Avantax Planning Partners first reported a position in Pembina Pipeline in Q1 2021 and has held it in 22 quarters since.
Avantax Planning Partners's Pembina Pipeline position peaked at $294K in Q3 2024.
434 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2026.

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