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

Kovack 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
2026 Q2	$243K	Sell	10,937 -10,134	-48%	-$225K	0.01%	907
2026 Q1	$467K	Buy	21,071 +8,446	+67%	+$172K	0.02%	607
2025 Q4	$227K	Buy	+12,625	New	+$215K	0.01%	890
2022 Q3	–	Sell	-24,293	Closed	-$239K	–	620
2022 Q2	$239K	Buy	24,293 +21	+0.1%	+$228	0.03%	516
2022 Q1	$261K	Buy	24,272 +3,473	+17%	+$37.2K	0.03%	562
2021 Q4	$194K	Sell	20,799 -3,440	-14%	-$34.6K	0.02%	672
2021 Q3	$247K	Buy	24,239 +4,518	+23%	+$44.9K	0.03%	594
2021 Q2	$224K	Buy	+19,721	New	+$203K	0.03%	604
2021 Q1	–	Sell	-19,766	Closed	-$163K	–	688
2020 Q4	$163K	Sell	19,766 -555	-3%	-$4.22K	0.02%	540
2020 Q3	$122K	Buy	20,321 +19	+0.1%	+$142	0.02%	450
2020 Q2	$179K	Buy	20,302 +20	+0.1%	+$170	0.03%	420
2020 Q1	$107K	Buy	20,282 +174	+0.9%	+$2.39K	0.02%	405
2019 Q4	$370K	Buy	+20,108	New	+$369K	0.07%	318

Other funds holding PAA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Kovack Advisors's PAA Position: Q2 2026 in Review

Kovack Advisors reduced its Plains All American Pipeline (PAA) stake by 48% in Q2 2026, selling an estimated $225K and leaving 10,937 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #907.

Kovack Advisors first reported a position in PAA in Q4 2019 and has held it in 13 quarters since. The position peaked at $467K in Q1 2026. 422 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Kovack Advisors held 10,937 shares of Plains All American Pipeline worth $243K as of Q2 2026.
Kovack Advisors sold 10,134 Plains All American Pipeline shares in Q2 2026, an estimated $225K.
Plains All American Pipeline made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #907 holding.
Kovack Advisors first reported a position in Plains All American Pipeline in Q4 2019 and has held it in 13 quarters since.
Kovack Advisors's Plains All American Pipeline position peaked at $467K in Q1 2026.
422 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.