U.S. Capital Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

U.S. Capital Wealth Advisors’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
2025 Q4	–	Sell	-6,069	Closed	-$246K	–	1020
2025 Q3	$246K	Buy	6,069 +518	+9%	+$19.5K	0.01%	834
2025 Q2	$208K	Sell	5,551 -845	-13%	-$31.9K	0.01%	827
2025 Q1	$256K	Hold	6,396	–	–	0.01%	746
2024 Q4	$236K	Hold	6,396	–	–	0.01%	738
2024 Q3	$264K	Hold	6,396	–	–	0.01%	613
2024 Q2	$237K	Hold	6,396	–	–	0.01%	615
2024 Q1	$226K	Hold	6,396	–	–	0.01%	624
2023 Q4	$220K	Buy	+6,396	New	+$205K	0.01%	612
2023 Q1	–	Sell	-300	Closed	-$10.2K	–	1254
2022 Q4	$10.2K	Buy	+300	New	+$10.1K	﹤0.01%	1270

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

U.S. Capital Wealth Advisors's PBA Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of Pembina Pipeline (PBA) in Q4 2025, closing a stake of 6,069 shares — an estimated $246K sold.

U.S. Capital Wealth Advisors first reported a position in PBA in Q4 2022 and held it in 9 quarters. The position peaked at $264K in Q3 2024. 392 funds tracked by Wall St. Rank hold PBA as of Q4 2025.

U.S. Capital Wealth Advisors reported no remaining Pembina Pipeline position as of Q4 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 6,069 Pembina Pipeline shares in Q4 2025, an estimated $246K.
U.S. Capital Wealth Advisors first reported a position in Pembina Pipeline in Q4 2022 and held it in 9 quarters.
U.S. Capital Wealth Advisors's Pembina Pipeline position peaked at $264K in Q3 2024.
392 funds tracked by Wall St. Rank held Pembina Pipeline as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.