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 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 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TCA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

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

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

Kovack Advisors's PAA Position: Q1 2026 in Review

Kovack Advisors increased its Plains All American Pipeline (PAA) stake by 67% in Q1 2026, buying an estimated $172K and bringing the position to 21,071 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #607.

Kovack Advisors first reported a position in PAA in Q4 2019 and has held it in 12 quarters since. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

Kovack Advisors held 21,071 shares of Plains All American Pipeline worth $467K as of Q1 2026.
Kovack Advisors bought 8,446 Plains All American Pipeline shares in Q1 2026, an estimated $172K.
Plains All American Pipeline made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #607 holding.
Kovack Advisors first reported a position in Plains All American Pipeline in Q4 2019 and has held it in 12 quarters since.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.