Avior Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Avior Wealth Management’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	$344K	Hold	15,460	–	–	0.01%	616
2026 Q1	$345K	Buy	+15,460	New	+$314K	0.01%	648
2025 Q1	–	Sell	-9,705	Closed	-$166K	–	1841
2024 Q4	$166K	Buy	9,705 +1,705	+21%	+$29.7K	0.01%	754
2024 Q3	$139K	Buy	8,000 +4,000	+100%	+$71.6K	0.01%	790
2024 Q2	$71.4K	Hold	4,000	–	–	﹤0.01%	972
2024 Q1	$70.2K	Buy	+4,000	New	+$64.6K	﹤0.01%	1098
2020 Q4	–	Sell	-45,231	Closed	-$270K	–	1056
2020 Q3	$270K	Hold	45,231	–	–	0.04%	345
2020 Q2	$399K	Buy	45,231 +18,938	+72%	+$161K	0.06%	281
2020 Q1	$138K	Sell	26,293 -704	-3%	-$9.66K	0.03%	391
2019 Q4	$496K	Buy	26,997 +28	+0.1%	+$514	0.08%	227
2019 Q3	$559K	Hold	26,969	–	–	0.1%	195
2019 Q2	$657K	Buy	26,969 +2,008	+8%	+$47.9K	0.12%	171
2019 Q1	$611K	Sell	24,961 -964	-4%	-$22.8K	0.13%	167
2018 Q4	$519K	Buy	25,925 +3,499	+16%	+$79.8K	0.13%	163
2018 Q3	$561K	Buy	22,426 +3,610	+19%	+$90.9K	0.12%	164
2018 Q2	$445K	Hold	18,816	–	–	0.1%	187
2018 Q1	$415K	Buy	18,816 +957	+5%	+$21.1K	0.1%	194
2017 Q4	$369K	Buy	17,859 +16,782	+1,558%	+$342K	0.08%	209
2017 Q3	$23K	Hold	1,077	–	–	0.01%	268
2017 Q2	$28K	Hold	1,077	–	–	0.01%	230
2017 Q1	$34K	Hold	1,077	–	–	0.01%	258
2016 Q4	$35K	Hold	1,077	–	–	0.01%	238
2016 Q3	$34K	Hold	1,077	–	–	0.01%	250
2016 Q2	$30K	Sell	1,077 -59	-5%	-$1.43K	0.01%	247
2016 Q1	$24K	Buy	1,136 +40	+4%	+$841	0.01%	265
2015 Q4	$25K	Buy	1,096 +236	+27%	+$6.36K	0.01%	235
2015 Q3	$26K	Hold	860	–	–	0.02%	213
2015 Q2	$37K	Buy	+860	New	+$41.2K	0.03%	156

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

Avior Wealth Management's PAA Position: Q2 2026 in Review

Avior Wealth Management held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 15,460 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #616.

Avior Wealth Management first reported a position in PAA in Q2 2015 and has held it in 28 quarters since. The position peaked at $657K in Q2 2019. 419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Avior Wealth Management held 15,460 shares of Plains All American Pipeline worth $344K as of Q2 2026.
Avior Wealth Management left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #616 holding.
Avior Wealth Management first reported a position in Plains All American Pipeline in Q2 2015 and has held it in 28 quarters since.
Avior Wealth Management's Plains All American Pipeline position peaked at $657K in Q2 2019.
419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.