CreativeOne Wealth’s Plains All American Pipeline PAA Stock Holding History

CreativeOne Wealth’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
2025 Q4	–	Sell	-12,975	Closed	-$221K	–	1243
2025 Q3	$221K	Sell	12,975 -888	-6%	-$15.9K	0.01%	1063
2025 Q2	$254K	Buy	13,863 +12	+0.1%	+$209	0.01%	982
2025 Q1	$277K	Buy	+13,851	New	+$274K	0.01%	889
2024 Q4	–	Sell	-11,132	Closed	-$193K	–	1108
2024 Q3	$193K	Buy	+11,132	New	+$199K	0.01%	912

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CreativeOne Wealth's PAA Position: Q4 2025 in Review

CreativeOne Wealth sold out of Plains All American Pipeline (PAA) in Q4 2025, closing a stake of 12,975 shares — an estimated $221K sold.

CreativeOne Wealth first reported a position in PAA in Q3 2024 and held it in 4 quarters. The position peaked at $277K in Q1 2025. 374 funds tracked by Wall St. Rank hold PAA as of Q4 2025.

CreativeOne Wealth reported no remaining Plains All American Pipeline position as of Q4 2025 after selling out during the quarter.
CreativeOne Wealth sold 12,975 Plains All American Pipeline shares in Q4 2025, an estimated $221K.
CreativeOne Wealth first reported a position in Plains All American Pipeline in Q3 2024 and held it in 4 quarters.
CreativeOne Wealth's Plains All American Pipeline position peaked at $277K in Q1 2025.
374 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.