True Wealth Design’s Pembina Pipeline PBA Stock Holding History

True Wealth Design’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.6K	Buy	283 +28	+11%	+$1.35K	﹤0.01%	983
2026 Q2	$11.8K	Sell	255 -2	-0.8%	-$93	﹤0.01%	1007
2026 Q1	$11.5K	Buy	257 +19	+8%	+$806	﹤0.01%	932
2025 Q4	$9.06K	Buy	238 +3	+1%	+$115	﹤0.01%	898
2025 Q3	$9.5K	Buy	235 +203	+634%	+$7.66K	﹤0.01%	852
2025 Q2	$1.2K	Hold	32	–	–	﹤0.01%	1397
2025 Q1	$1.28K	Buy	32 +6	+23%	+$225	﹤0.01%	1177
2024 Q4	$961	Sell	26 -4	-13%	-$163	﹤0.01%	952
2024 Q3	$1.24K	Hold	30	–	–	﹤0.01%	923
2024 Q2	$1.11K	Buy	30 +7	+30%	+$253	﹤0.01%	487
2024 Q1	$813	Buy	23 +11	+92%	+$379	﹤0.01%	512
2023 Q4	$414	Hold	12	–	–	﹤0.01%	519
2023 Q3	$361	Buy	12 +3	+33%	+$92	﹤0.01%	508
2023 Q2	$283	Hold	9	–	–	﹤0.01%	596
2023 Q1	$292	Sell	9 -1	-10%	-$34	﹤0.01%	668
2022 Q4	$340	Buy	+10	New	+$335	﹤0.01%	555

Other funds holding PBA

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design's PBA Position: Q3 2026 in Review

True Wealth Design increased its Pembina Pipeline (PBA) stake by 11% in Q3 2026, buying an estimated $1.35K and bringing the position to 283 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

True Wealth Design first reported a position in PBA in Q4 2022 and has held it in 16 quarters since. 45 funds tracked by Wall St. Rank hold PBA as of Q3 2026.

True Wealth Design held 283 shares of Pembina Pipeline worth $12.6K as of Q3 2026.
True Wealth Design bought 28 Pembina Pipeline shares in Q3 2026, an estimated $1.35K.
Pembina Pipeline made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #983 holding.
True Wealth Design first reported a position in Pembina Pipeline in Q4 2022 and has held it in 16 quarters since.
45 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.