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
2026 Q2	$8.9K	Buy	+400	New	+$8.89K	﹤0.01%	500
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 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

Custom Index Systems's PAA Position: Q2 2026 in Review

Custom Index Systems opened a new position in Plains All American Pipeline (PAA) in Q2 2026: 400 shares worth $8.9K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in PAA as recently as Q2 2025.

Custom Index Systems first reported a position in PAA in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.64M in Q1 2024. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Custom Index Systems held 400 shares of Plains All American Pipeline worth $8.9K as of Q2 2026.
Plains All American Pipeline was a new Custom Index Systems position in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of Custom Index Systems's portfolio in Q2 2026, its #500 holding.
Custom Index Systems first reported a position in Plains All American Pipeline in Q4 2023 and has held it in 8 quarters since.
Custom Index Systems's Plains All American Pipeline position peaked at $1.64M in Q1 2024.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.