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Integrated Wealth Concepts’s Plains All American Pipeline PAA Stock Holding History

Integrated Wealth Concepts’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 		$307K Buy
13,770
+905
+7% +$20.1K ﹤0.01% 1969
2026
Q1 		$287K Buy
+12,865
New +$262K ﹤0.01% 1888

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Concepts's PAA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Plains All American Pipeline (PAA) stake by 7% in Q2 2026, buying an estimated $20.1K and bringing the position to 13,770 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Integrated Wealth Concepts first reported a position in PAA in Q1 2026 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Integrated Wealth Concepts held 13,770 shares of Plains All American Pipeline worth $307K as of Q2 2026.
  • Integrated Wealth Concepts bought 905 Plains All American Pipeline shares in Q2 2026, an estimated $20.1K.
  • Plains All American Pipeline made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1969 holding.
  • Integrated Wealth Concepts first reported a position in Plains All American Pipeline in Q1 2026 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.