Custom Index Systems’s Plains All American Pipeline PAA Stock Holding History

Custom Index Systems’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 Q3	–	Sell	-49,035	Closed	-$898K	–	278
2025 Q2	$898K	Sell	49,035 -3,083	-6%	-$53.8K	0.43%	68
2025 Q1	$1.04M	Sell	52,118 -11,286	-18%	-$223K	0.53%	47
2024 Q4	$1.08M	Sell	63,404 -895	-1%	-$15.6K	0.58%	45
2024 Q3	$1.12M	Sell	64,299 -16,554	-20%	-$296K	0.6%	42
2024 Q2	$1.44M	Sell	80,853 -12,394	-13%	-$216K	0.83%	33
2024 Q1	$1.64M	Sell	93,247 -7,481	-7%	-$121K	0.93%	24
2023 Q4	$1.53M	Buy	+100,728	New	+$1.54M	0.94%	25

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Custom Index Systems's PAA Position: Q3 2025 in Review

Custom Index Systems sold out of Plains All American Pipeline (PAA) in Q3 2025, closing a stake of 49,035 shares — an estimated $898K sold.

Custom Index Systems first reported a position in PAA in Q4 2023 and held it in 7 quarters. The position peaked at $1.64M in Q1 2024. 372 funds tracked by Wall St. Rank hold PAA as of Q3 2025.

Custom Index Systems reported no remaining Plains All American Pipeline position as of Q3 2025 after selling out during the quarter.
Custom Index Systems sold 49,035 Plains All American Pipeline shares in Q3 2025, an estimated $898K.
Custom Index Systems first reported a position in Plains All American Pipeline in Q4 2023 and held it in 7 quarters.
Custom Index Systems's Plains All American Pipeline position peaked at $1.64M in Q1 2024.
372 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2025.

Based on Custom Index Systems's 13F filing for Q3 2025, filed 29 Oct 2025.