Redwood Wealth Management Group’s Plains All American Pipeline PAA Stock Holding History

Redwood Wealth Management Group’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	–	Sell	-10,300	Closed	-$230K	–	85
2026 Q1	$230K	Buy	+10,300	New	+$209K	0.1%	156
2024 Q3	–	Sell	-8,870	Closed	-$158K	–	810
2024 Q2	$158K	Buy	+8,870	New	+$155K	0.12%	138

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

Redwood Wealth Management Group's PAA Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Plains All American Pipeline (PAA) in Q2 2026, closing a stake of 10,300 shares — an estimated $230K sold.

Redwood Wealth Management Group first reported a position in PAA in Q2 2024 and held it in 2 quarters. The position peaked at $230K in Q1 2026. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Redwood Wealth Management Group reported no remaining Plains All American Pipeline position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 10,300 Plains All American Pipeline shares in Q2 2026, an estimated $230K.
Redwood Wealth Management Group first reported a position in Plains All American Pipeline in Q2 2024 and held it in 2 quarters.
Redwood Wealth Management Group's Plains All American Pipeline position peaked at $230K in Q1 2026.
420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.