Financial Life Planners’s Plains All American Pipeline PAA Stock Holding History

Financial Life Planners’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	$27.3K	Buy	1,226 +23	+2%	+$511	0.02%	171
2026 Q1	$26.9K	Buy	+1,203	New	+$24.5K	0.02%	160
2025 Q4	–	Sell	-1,152	Closed	-$19.7K	–	248
2025 Q3	$19.7K	Buy	+1,152	New	+$20.6K	0.01%	206
2025 Q1	–	Sell	-1,083	Closed	-$18.5K	–	287
2024 Q4	$18.5K	Buy	+1,083	New	+$18.8K	0.02%	214

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

Financial Life Planners's PAA Position: Q2 2026 in Review

Financial Life Planners increased its Plains All American Pipeline (PAA) stake by 1.9% in Q2 2026, buying an estimated $511 and bringing the position to 1,226 shares worth $27.3K. The position accounts for 0.02% of the portfolio, ranked #171.

Financial Life Planners first reported a position in PAA in Q4 2024 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Financial Life Planners held 1,226 shares of Plains All American Pipeline worth $27.3K as of Q2 2026.
Financial Life Planners bought 23 Plains All American Pipeline shares in Q2 2026, an estimated $511.
Plains All American Pipeline made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #171 holding.
Financial Life Planners first reported a position in Plains All American Pipeline in Q4 2024 and has held it in 4 quarters since.
422 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.