Strategic Wealth Partners’s Plains All American Pipeline PAA Stock Holding History

Strategic Wealth Partners’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 Q4	–	Sell	-538	Closed	-$9.18K	–	1539
2025 Q3	$9.18K	Sell	538 -2,920	-84%	-$52.3K	﹤0.01%	911
2025 Q2	$63.4K	Buy	+3,458	New	+$60.3K	0.01%	458
2019 Q3	–	Sell	-1,300	Closed	-$32K	–	757
2019 Q2	$32K	Hold	1,300	–	–	0.02%	272
2019 Q1	$32K	Buy	+1,300	New	+$30.7K	0.01%	285

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Wealth Partners's PAA Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Plains All American Pipeline (PAA) in Q4 2025, closing a stake of 538 shares — an estimated $9.18K sold.

Strategic Wealth Partners first reported a position in PAA in Q1 2019 and held it in 4 quarters. The position peaked at $63.4K in Q2 2025. 375 funds tracked by Wall St. Rank hold PAA as of Q4 2025.

Strategic Wealth Partners reported no remaining Plains All American Pipeline position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Partners sold 538 Plains All American Pipeline shares in Q4 2025, an estimated $9.18K.
Strategic Wealth Partners first reported a position in Plains All American Pipeline in Q1 2019 and held it in 4 quarters.
Strategic Wealth Partners's Plains All American Pipeline position peaked at $63.4K in Q2 2025.
375 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.