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Sound Income Strategies’s Plains All American Pipeline PAA Stock Holding History

Sound Income Strategies’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 		$9.81K Hold
450
– – ﹤0.01% 1512
2025
Q4 		$8.73K Buy
+450
New +$7.65K ﹤0.01% 1553
2025
Q1 		– Sell
-900
Closed -$15.4K – 1603
2024
Q4 		$15.4K Sell
900
-105
-10% -$1.83K ﹤0.01% 733
2024
Q3 		$17.5K Buy
1,005
+475
+90% +$8.5K ﹤0.01% 672
2024
Q2 		$9.47K Buy
530
+130
+33% +$2.27K ﹤0.01% 786
2024
Q1 		$7.02K Sell
400
-214
-35% -$3.46K ﹤0.01% 839
2023
Q4 		$9.3K Buy
614
+214
+54% +$3.27K ﹤0.01% 749
2023
Q3 		$6.13K Buy
+400
New +$6K ﹤0.01% 702
2021
Q3 		– Sell
-4,300
Closed -$49K – 890
2021
Q2 		$49K Buy
+4,300
New +$44.2K 0.01% 228

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Blackstone Inc
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $564B AUM 30.12% 1-Year Est. Return
KACA
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