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

Optimum 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
2025 Q3	$300K	Hold	17,600	–	–	0.12%	149
2025 Q2	$322K	Hold	17,600	–	–	0.14%	134
2025 Q1	$352K	Hold	17,600	–	–	0.17%	125
2024 Q4	$301K	Hold	17,600	–	–	0.13%	142
2024 Q3	$306K	Sell	17,600 -2,500	-12%	-$44.8K	0.13%	151
2024 Q2	$359K	Hold	20,100	–	–	0.16%	125
2024 Q1	$353K	Hold	20,100	–	–	0.16%	130
2023 Q4	$305K	Hold	20,100	–	–	0.15%	141
2023 Q3	$308K	Buy	20,100 +6,100	+44%	+$91.4K	0.16%	139
2023 Q2	$197K	Hold	14,000	–	–	0.1%	185
2023 Q1	$175K	Buy	14,000 +4,000	+40%	+$49.9K	0.09%	199
2022 Q4	$118K	Hold	10,000	–	–	0.06%	246
2022 Q3	$105K	Hold	10,000	–	–	0.06%	265
2022 Q2	$98K	Buy	+10,000	New	+$108K	0.05%	287
2015 Q4	–	Sell	-7,342	Closed	-$223K	–	287
2015 Q3	$223K	Buy	+7,342	New	+$268K	0.09%	241
2015 Q1	$365K	Buy	7,479 +1,079	+17%	+$53.6K	0.12%	192
2014 Q4	$328K	Hold	6,400	–	–	0.11%	194
2014 Q3	$377K	Hold	6,400	–	–	0.13%	171
2014 Q2	$384K	Hold	6,400	–	–	0.12%	175
2014 Q1	$353K	Hold	6,400	–	–	0.13%	167
2013 Q4	$331K	Hold	6,400	–	–	0.12%	163
2013 Q3	$337K	Buy	+6,400	New	+$342K	0.14%	158

Other funds holding PAA

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

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Optimum Investment Advisors's PAA Position: Q3 2025 in Review

Optimum Investment Advisors held its Plains All American Pipeline (PAA) position steady in Q3 2025 at 17,600 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #149.

Optimum Investment Advisors first reported a position in PAA in Q3 2013 and has held it in 22 quarters since. The position peaked at $384K in Q2 2014. 372 funds tracked by Wall St. Rank hold PAA as of Q3 2025.

Optimum Investment Advisors held 17,600 shares of Plains All American Pipeline worth $300K as of Q3 2025.
Optimum Investment Advisors left its Plains All American Pipeline share count unchanged in Q3 2025.
Plains All American Pipeline made up 0.12% of Optimum Investment Advisors's portfolio in Q3 2025, its #149 holding.
Optimum Investment Advisors first reported a position in Plains All American Pipeline in Q3 2013 and has held it in 22 quarters since.
Optimum Investment Advisors's Plains All American Pipeline position peaked at $384K in Q2 2014.
372 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.