Toth Financial Advisory’s Plains All American Pipeline PAA Stock Holding History

Toth Financial Advisory’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	$2.23K	Hold	100	–	–	﹤0.01%	741
2026 Q1	$2.23K	Hold	100	–	–	﹤0.01%	715
2025 Q4	$1.8K	Hold	100	–	–	﹤0.01%	723
2025 Q3	$1.71K	Buy	+100	New	+$1.79K	﹤0.01%	704
2023 Q4	–	Sell	-466	Closed	-$7.14K	–	777
2023 Q3	$7.14K	Buy	466 +8	+2%	+$120	﹤0.01%	478
2023 Q2	$6.46K	Sell	458 -30	-6%	-$396	﹤0.01%	520
2023 Q1	$6.08K	Buy	488 +10	+2%	+$125	﹤0.01%	517
2022 Q4	$5.62K	Buy	478 +8	+2%	+$95	﹤0.01%	492
2022 Q3	$5K	Buy	470 +9	+2%	+$100	﹤0.01%	550
2022 Q2	$5K	Sell	461 -383	-45%	-$4.15K	﹤0.01%	515
2022 Q1	$9K	Buy	844 +14	+2%	+$150	﹤0.01%	492
2021 Q4	$8K	Buy	830 +14	+2%	+$141	﹤0.01%	520
2021 Q3	$8K	Buy	816 +15	+2%	+$149	﹤0.01%	515
2021 Q2	$9K	Buy	801 +14	+2%	+$144	﹤0.01%	470
2021 Q1	$7K	Buy	787 +84	+12%	+$768	﹤0.01%	497
2020 Q4	$6K	Buy	703 +309	+78%	+$2.35K	﹤0.01%	449
2020 Q3	$2K	Sell	394 -235	-37%	-$1.75K	﹤0.01%	491
2020 Q2	$6K	Buy	629 +12	+2%	+$102	﹤0.01%	397
2020 Q1	$3K	Buy	617 +307	+99%	+$4.21K	﹤0.01%	364
2019 Q4	$6K	Hold	310	–	–	﹤0.01%	349
2019 Q3	$6K	Hold	310	–	–	﹤0.01%	352
2019 Q2	$8K	Buy	+310	New	+$7.4K	﹤0.01%	335

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

Toth Financial Advisory's PAA Position: Q2 2026 in Review

Toth Financial Advisory held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 100 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Toth Financial Advisory first reported a position in PAA in Q2 2019 and has held it in 22 quarters since. The position peaked at $9K in Q1 2022. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Toth Financial Advisory held 100 shares of Plains All American Pipeline worth $2.23K as of Q2 2026.
Toth Financial Advisory left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #741 holding.
Toth Financial Advisory first reported a position in Plains All American Pipeline in Q2 2019 and has held it in 22 quarters since.
Toth Financial Advisory's Plains All American Pipeline position peaked at $9K in Q1 2022.
420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.