IFP Advisors’s Plains All American Pipeline PAA Stock Holding History

IFP 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
2018 Q1	–	Sell	-1,000	Closed	-$21K	–	3805
2017 Q4	$21K	Hold	1,000	–	–	﹤0.01%	2395
2017 Q3	$21K	Hold	1,000	–	–	﹤0.01%	2563
2017 Q2	$26K	Hold	1,000	–	–	﹤0.01%	2425
2017 Q1	$32K	Hold	1,000	–	–	﹤0.01%	2198
2016 Q4	$32K	Buy	+1,000	New	+$31.6K	﹤0.01%	2150

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

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

IFP Advisors's PAA Position: Q2 2026 in Review

IFP Advisors reduced its Plains All American Pipeline (PAA) stake by 31% in Q2 2026, selling an estimated $49.9K and leaving 5,045 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

IFP Advisors first reported a position in PAA in Q4 2015 and has held it in 42 quarters since. The position peaked at $547K in Q1 2017. 105 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

IFP Advisors held 5,045 shares of Plains All American Pipeline worth $112K as of Q2 2026.
IFP Advisors sold 2,244 Plains All American Pipeline shares in Q2 2026, an estimated $49.9K.
Plains All American Pipeline made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1902 holding.
IFP Advisors first reported a position in Plains All American Pipeline in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's Plains All American Pipeline position peaked at $547K in Q1 2017.
105 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.