Creative Planning
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Creative Planning’s Plains All American Pipeline PAA Stock Holding History

Creative Planning’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
2016
Q4 		– Sell
-2,000
Closed -$1K – 4771
2016
Q3 		$1K Hold
2,000
– – ﹤0.01% 4424
2016
Q2 		$6K Buy
+2,000
New +$48.4K ﹤0.01% 3552

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's PAA Position: Q1 2026 in Review

Creative Planning increased its Plains All American Pipeline (PAA) stake by 24% in Q1 2026, buying an estimated $304K and bringing the position to 77,541 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Creative Planning first reported a position in PAA in Q2 2013 and has held it in 52 quarters since. The position peaked at $103M in Q1 2017. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

  • Creative Planning held 77,541 shares of Plains All American Pipeline worth $1.73M as of Q1 2026.
  • Creative Planning bought 14,943 Plains All American Pipeline shares in Q1 2026, an estimated $304K.
  • Plains All American Pipeline made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2017 holding.
  • Creative Planning first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Plains All American Pipeline position peaked at $103M in Q1 2017.
  • 410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.