FSC Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

FSC Wealth Advisors’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 Q2	–	Sell	-400	Closed	-$8K	–	193
2025 Q1	$8K	Hold	400	–	–	0.01%	207
2024 Q4	$6.83K	Hold	400	–	–	﹤0.01%	219
2024 Q3	$6.95K	Hold	400	–	–	0.01%	210
2024 Q2	$7.14K	Hold	400	–	–	0.01%	212
2024 Q1	$7.02K	Hold	400	–	–	﹤0.01%	213
2023 Q4	$6.06K	Buy	+400	New	+$6.11K	﹤0.01%	231

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FSC Wealth Advisors's PAA Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q2 2025, closing a stake of 400 shares — an estimated $8K sold.

FSC Wealth Advisors first reported a position in PAA in Q4 2023 and held it in 6 quarters. The position peaked at $8K in Q1 2025. 381 funds tracked by Wall St. Rank hold PAA as of Q2 2025.

FSC Wealth Advisors reported no remaining Plains All American Pipeline position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 400 Plains All American Pipeline shares in Q2 2025, an estimated $8K.
FSC Wealth Advisors first reported a position in Plains All American Pipeline in Q4 2023 and held it in 6 quarters.
FSC Wealth Advisors's Plains All American Pipeline position peaked at $8K in Q1 2025.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.