Institute for Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Institute for Wealth Management’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	$23K	Buy	+1,033	New	+$23K	﹤0.01%	1083

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

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

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Institute for Wealth Management's PAA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Plains All American Pipeline (PAA) in Q2 2026: 1,033 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1083 among its holdings.

253 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Institute for Wealth Management held 1,033 shares of Plains All American Pipeline worth $23K as of Q2 2026.
Plains All American Pipeline was a new Institute for Wealth Management position in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1083 holding.
253 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.