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Bogart Wealth LLC’s Plains All American Pipeline PAA Stock Holding History

Bogart Wealth LLC’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 		$22.3K Buy
+1,000
New +$22.2K ﹤0.01% 773
2022
Q4 		– Sell
-4,293
Closed -$45K – 1156
2022
Q3 		$45K Sell
4,293
-194
-4% -$2.17K ﹤0.01% 310
2022
Q2 		$44K Buy
4,487
+84
+2% +$911 ﹤0.01% 297
2022
Q1 		$47K Buy
4,403
+344
+8% +$3.68K ﹤0.01% 282
2021
Q4 		$38K Buy
4,059
+2,325
+134% +$23.4K ﹤0.01% 296
2021
Q3 		$18K Buy
1,734
+10
+0.6% +$99 ﹤0.01% 378
2021
Q2 		$20K Buy
1,724
+29
+2% +$298 ﹤0.01% 348
2021
Q1 		$15K Buy
1,695
+34
+2% +$311 ﹤0.01% 360
2020
Q4 		$13K Hold
1,661
– – ﹤0.01% 299
2020
Q3 		$9K Sell
1,661
-3,000
-64% -$22.4K ﹤0.01% 317
2020
Q2 		$41K Sell
4,661
-2,000
-30% -$17K 0.01% 193
2020
Q1 		$35K Hold
6,661
– – 0.01% 181
2019
Q4 		$122K Buy
6,661
+3,487
+110% +$64.1K 0.04% 132
2019
Q3 		$66K Buy
3,174
+449
+16% +$10.2K 0.03% 143
2019
Q2 		$66K Sell
2,725
-22
-0.8% -$525 0.04% 131
2019
Q1 		$67K Sell
2,747
-515
-16% -$12.2K 0.03% 128
2018
Q4 		$65K Buy
3,262
+1,429
+78% +$32.6K 0.03% 120
2018
Q3 		$46K Sell
1,833
-559
-23% -$14.1K 0.03% 147
2018
Q2 		$56K Hold
2,392
– – 0.03% 138
2018
Q1 		$55K Hold
2,392
– – 0.03% 136
2017
Q4 		$49K Hold
2,392
– – 0.03% 143
2017
Q3 		$51K Buy
+2,392
New +$55.4K 0.04% 129

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bogart Wealth LLC's PAA Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Plains All American Pipeline (PAA) in Q2 2026: 1,000 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in PAA as recently as Q3 2022.

Bogart Wealth LLC first reported a position in PAA in Q3 2017 and has held it in 22 quarters since. The position peaked at $122K in Q4 2019. 422 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Bogart Wealth LLC held 1,000 shares of Plains All American Pipeline worth $22.3K as of Q2 2026.
  • Plains All American Pipeline was a new Bogart Wealth LLC position in Q2 2026.
  • Plains All American Pipeline made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #773 holding.
  • Bogart Wealth LLC first reported a position in Plains All American Pipeline in Q3 2017 and has held it in 22 quarters since.
  • Bogart Wealth LLC's Plains All American Pipeline position peaked at $122K in Q4 2019.
  • 422 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.