Prospect Financial Services’s Plains All American Pipeline PAA Stock Holding History

Prospect Financial Services’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	$1.14M	Sell	50,947 -173	-0.3%	-$3.52K	0.69%	34
2025 Q4	$918K	Sell	51,120 -7,542	-13%	-$128K	0.53%	39
2025 Q3	$1M	Buy	58,662 +143	+0.2%	+$2.56K	0.58%	39
2025 Q2	$1.07M	Sell	58,519 -11,857	-17%	-$207K	0.67%	36
2025 Q1	$1.41M	Sell	70,376 -2,038	-3%	-$40.3K	0.78%	32
2024 Q4	$1.24M	Buy	72,414 +140	+0.2%	+$2.44K	0.68%	34
2024 Q3	$1.26M	Sell	72,274 -2,864	-4%	-$51.3K	0.78%	32
2024 Q2	$1.34M	Sell	75,138 -1,723	-2%	-$30.1K	1.03%	24
2024 Q1	$1.35M	Sell	76,861 -5,697	-7%	-$92K	1.11%	24
2023 Q4	$1.25M	Buy	+82,558	New	+$1.26M	1.26%	22

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Bank of America

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