Mount Yale Investment Advisors’s Plains All American Pipeline PAA Stock Holding History

Mount Yale Investment 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	$1.27M	Buy	57,145 +329	+0.6%	+$7.31K	0.02%	521
2026 Q1	$1.27M	Buy	+56,816	New	+$1.16M	0.03%	469
2018 Q4	–	Sell	-950	Closed	-$22K	–	638
2018 Q3	$22K	Buy	950 +110	+13%	+$2.77K	﹤0.01%	762
2018 Q2	$20K	Hold	840	–	–	﹤0.01%	793
2018 Q1	$19K	Buy	+840	New	+$18.5K	﹤0.01%	781

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

Mount Yale Investment Advisors's PAA Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Plains All American Pipeline (PAA) stake by 0.58% in Q2 2026, buying an estimated $7.31K and bringing the position to 57,145 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #521.

Mount Yale Investment Advisors first reported a position in PAA in Q1 2018 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Mount Yale Investment Advisors held 57,145 shares of Plains All American Pipeline worth $1.27M as of Q2 2026.
Mount Yale Investment Advisors bought 329 Plains All American Pipeline shares in Q2 2026, an estimated $7.31K.
Plains All American Pipeline made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #521 holding.
Mount Yale Investment Advisors first reported a position in Plains All American Pipeline in Q1 2018 and has held it in 5 quarters since.
423 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.