Prevail Innovative Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

Prevail Innovative Wealth 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 Q1	–	Sell	-94,107	Closed	-$1.61M	–	192
2024 Q4	$1.61M	Buy	94,107 +8,536	+10%	+$149K	0.47%	71
2024 Q3	$1.49M	Buy	+85,571	New	+$1.53M	0.45%	77
2024 Q2	–	Sell	-110,700	Closed	-$1.94M	–	176
2024 Q1	$1.94M	Buy	+110,700	New	+$1.79M	0.72%	61

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PAA Position: Q1 2025 in Review

Prevail Innovative Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q1 2025, closing a stake of 94,107 shares — an estimated $1.61M sold.

Prevail Innovative Wealth Advisors first reported a position in PAA in Q1 2024 and held it in 3 quarters. The position peaked at $1.94M in Q1 2024. 381 funds tracked by Wall St. Rank hold PAA as of Q1 2025.

Prevail Innovative Wealth Advisors reported no remaining Plains All American Pipeline position as of Q1 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 94,107 Plains All American Pipeline shares in Q1 2025, an estimated $1.61M.
Prevail Innovative Wealth Advisors first reported a position in Plains All American Pipeline in Q1 2024 and held it in 3 quarters.
Prevail Innovative Wealth Advisors's Plains All American Pipeline position peaked at $1.94M in Q1 2024.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.