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

SOA 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
2026 Q2	$16.1K	Hold	722	–	–	﹤0.01%	549
2026 Q1	$16.1K	Hold	722	–	–	﹤0.01%	525
2025 Q4	$13K	Sell	722 -300	-29%	-$5.1K	﹤0.01%	565
2025 Q3	$17.4K	Hold	1,022	–	–	﹤0.01%	542
2025 Q2	$18.7K	Hold	1,022	–	–	﹤0.01%	514
2025 Q1	$20.4K	Hold	1,022	–	–	﹤0.01%	472
2024 Q4	$17.5K	Hold	1,022	–	–	﹤0.01%	475
2024 Q3	$17.8K	Hold	1,022	–	–	﹤0.01%	462
2024 Q2	$18.3K	Hold	1,022	–	–	﹤0.01%	454
2024 Q1	$17.9K	Hold	1,022	–	–	﹤0.01%	458
2023 Q4	$15.5K	Hold	1,022	–	–	﹤0.01%	462
2023 Q3	$15.7K	Hold	1,022	–	–	﹤0.01%	462
2023 Q2	$14.4K	Hold	1,022	–	–	﹤0.01%	484
2023 Q1	$12.7K	Hold	1,022	–	–	﹤0.01%	500
2022 Q4	$12K	Hold	1,022	–	–	﹤0.01%	498
2022 Q3	$10K	Hold	1,022	–	–	﹤0.01%	511
2022 Q2	$10K	Buy	1,022 +414	+68%	+$4.49K	﹤0.01%	497
2022 Q1	$6K	Hold	608	–	–	﹤0.01%	668
2021 Q4	$5K	Sell	608 -1,800	-75%	-$18.1K	﹤0.01%	666
2021 Q3	$24K	Hold	2,408	–	–	0.01%	422
2021 Q2	$27K	Hold	2,408	–	–	0.01%	407
2021 Q1	$21K	Hold	2,408	–	–	0.01%	396
2020 Q4	$20K	Buy	+2,408	New	+$18.3K	0.01%	406

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

SOA Wealth Advisors's PAA Position: Q2 2026 in Review

SOA Wealth Advisors held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 722 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

SOA Wealth Advisors first reported a position in PAA in Q4 2020 and has held it in 23 quarters since. The position peaked at $27K in Q2 2021. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

SOA Wealth Advisors held 722 shares of Plains All American Pipeline worth $16.1K as of Q2 2026.
SOA Wealth Advisors left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #549 holding.
SOA Wealth Advisors first reported a position in Plains All American Pipeline in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Plains All American Pipeline position peaked at $27K in Q2 2021.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.