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

Quantum Financial Planning 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
2025
Q3 		– Sell
-10,000
Closed -$183K – 52
2025
Q2 		$183K Buy
+10,000
New +$175K 0.09% 45

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Blackstone Inc
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Quantum Financial Planning Services's PAA Position: Q3 2025 in Review

Quantum Financial Planning Services sold out of Plains All American Pipeline (PAA) in Q3 2025, closing a stake of 10,000 shares — an estimated $183K sold.

Quantum Financial Planning Services first reported a position in PAA in Q2 2025 and held it in 1 quarter. The position peaked at $183K in Q2 2025. 372 funds tracked by Wall St. Rank hold PAA as of Q3 2025.

  • Quantum Financial Planning Services reported no remaining Plains All American Pipeline position as of Q3 2025 after selling out during the quarter.
  • Quantum Financial Planning Services sold 10,000 Plains All American Pipeline shares in Q3 2025, an estimated $183K.
  • Quantum Financial Planning Services first reported a position in Plains All American Pipeline in Q2 2025 and held it in 1 quarter.
  • Quantum Financial Planning Services's Plains All American Pipeline position peaked at $183K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2025.

Based on Quantum Financial Planning Services's 13F filing for Q3 2025, filed 14 Oct 2025.