Kellett Wealth Advisors
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Kellett Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

Kellett Wealth Advisors’s Portfolio PBA Stock Details PBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5,400
Closed -$250K – 111
2026
Q2 		$250K Hold
5,400
– – 0.12% 84
2026
Q1 		$242K Hold
5,400
– – 0.13% 70
2025
Q4 		$206K Hold
5,400
– – 0.12% 77
2025
Q3 		$218K Buy
+5,400
New +$204K 0.13% 70

Other funds holding PBA

Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Lincluden Management
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 21.21% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Kellett Wealth Advisors's PBA Position: Q3 2026 in Review

Kellett Wealth Advisors sold out of Pembina Pipeline (PBA) in Q3 2026, closing a stake of 5,400 shares — an estimated $250K sold.

Kellett Wealth Advisors first reported a position in PBA in Q3 2025 and held it in 4 quarters. The position peaked at $250K in Q2 2026. 122 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

  • Kellett Wealth Advisors reported no remaining Pembina Pipeline position as of Q3 2026 after selling out during the quarter.
  • Kellett Wealth Advisors sold 5,400 Pembina Pipeline shares in Q3 2026, an estimated $250K.
  • Kellett Wealth Advisors first reported a position in Pembina Pipeline in Q3 2025 and held it in 4 quarters.
  • Kellett Wealth Advisors's Pembina Pipeline position peaked at $250K in Q2 2026.
  • 122 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.