Clearstead Advisors’s Plains All American Pipeline PAA Stock Holding History

Clearstead Advisors’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	$2.23K	Hold	100	–	–	﹤0.01%	2445
2026 Q1	$2.23K	Hold	100	–	–	﹤0.01%	1878
2025 Q4	$1.8K	Sell	100 -2,000	-95%	-$34K	﹤0.01%	2154
2025 Q3	$35.8K	Hold	2,100	–	–	﹤0.01%	1400
2025 Q2	$38.5K	Hold	2,100	–	–	﹤0.01%	1377
2025 Q1	$42K	Hold	2,100	–	–	﹤0.01%	1214
2024 Q4	$35.9K	Hold	2,100	–	–	﹤0.01%	1238
2024 Q3	$36.5K	Hold	2,100	–	–	﹤0.01%	1274
2024 Q2	$37.5K	Buy	+2,100	New	+$36.7K	﹤0.01%	1227
2022 Q3	–	Sell	-1,000	Closed	-$10K	–	1329
2022 Q2	$10K	Hold	1,000	–	–	﹤0.01%	925
2022 Q1	$11K	Hold	1,000	–	–	﹤0.01%	976
2021 Q4	$9K	Hold	1,000	–	–	﹤0.01%	938
2021 Q3	$10K	Hold	1,000	–	–	﹤0.01%	947
2021 Q2	$11K	Hold	1,000	–	–	﹤0.01%	789
2021 Q1	$9K	Hold	1,000	–	–	﹤0.01%	799
2020 Q4	$8K	Hold	1,000	–	–	﹤0.01%	750
2020 Q3	$6K	Hold	1,000	–	–	﹤0.01%	723
2020 Q2	$9K	Hold	1,000	–	–	﹤0.01%	611
2020 Q1	$5K	Buy	+1,000	New	+$13.7K	﹤0.01%	648

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

Clearstead Advisors's PAA Position: Q2 2026 in Review

Clearstead Advisors held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 100 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Clearstead Advisors first reported a position in PAA in Q1 2020 and has held it in 19 quarters since. The position peaked at $42K in Q1 2025. 419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Clearstead Advisors held 100 shares of Plains All American Pipeline worth $2.23K as of Q2 2026.
Clearstead Advisors left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2445 holding.
Clearstead Advisors first reported a position in Plains All American Pipeline in Q1 2020 and has held it in 19 quarters since.
Clearstead Advisors's Plains All American Pipeline position peaked at $42K in Q1 2025.
419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.