Kestra Private Wealth Services’s Plains All American Pipeline PAA Stock Holding History

Kestra Private Wealth Services’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 Q1	$702K	Buy	31,444 +13,039	+71%	+$265K	0.01%	1026
2025 Q4	$331K	Sell	18,405 -582	-3%	-$9.89K	﹤0.01%	1376
2025 Q3	$324K	Buy	18,987 +4,390	+30%	+$78.6K	﹤0.01%	1323
2025 Q2	$267K	Buy	14,597 +1,986	+16%	+$34.7K	﹤0.01%	1348
2025 Q1	$252K	Buy	+12,611	New	+$249K	﹤0.01%	1286
2024 Q4	–	Sell	-12,073	Closed	-$210K	–	1476
2024 Q3	$210K	Sell	12,073 -612	-5%	-$11K	﹤0.01%	1246
2024 Q2	$227K	Buy	12,685 +700	+6%	+$12.2K	﹤0.01%	1169
2024 Q1	$210K	Buy	+11,985	New	+$193K	﹤0.01%	1167

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return