Elevation Wealth Partners’s Plains All American Pipeline PAA Stock Holding History

Elevation Wealth Partners’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	$28	Hold	1	–	–	﹤0.01%	1299
2026 Q1	$28	Hold	1	–	–	﹤0.01%	1070
2025 Q4	$22	Hold	1	–	–	﹤0.01%	950
2025 Q3	$20	Hold	1	–	–	﹤0.01%	862
2025 Q2	$21	Hold	1	–	–	﹤0.01%	472
2025 Q1	$23	Hold	1	–	–	﹤0.01%	481
2024 Q4	$19	Hold	1	–	–	﹤0.01%	487
2024 Q3	$19	Hold	1	–	–	﹤0.01%	465
2024 Q2	$19	Hold	1	–	–	﹤0.01%	497
2024 Q1	$19	Hold	1	–	–	﹤0.01%	463
2023 Q4	$16	Hold	1	–	–	﹤0.01%	430
2023 Q3	$16	Buy	+1	New	+$15	﹤0.01%	330

Other funds holding PAA

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Elevation Wealth Partners's PAA Position: Q2 2026 in Review

Elevation Wealth Partners held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 1 share worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Elevation Wealth Partners first reported a position in PAA in Q3 2023 and has held it in 12 quarters since. 137 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Elevation Wealth Partners held 1 share of Plains All American Pipeline worth $28 as of Q2 2026.
Elevation Wealth Partners left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1299 holding.
Elevation Wealth Partners first reported a position in Plains All American Pipeline in Q3 2023 and has held it in 12 quarters since.
137 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.