Waterfront Wealth’s Plains All American Pipeline PAA Stock Holding History

Waterfront Wealth’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	$229K	Sell	8,990 -1,000	-10%	-$22.2K	0.04%	281
2026 Q1	$223K	Buy	+9,990	New	+$203K	0.04%	269
2025 Q2	–	Sell	-10,540	Closed	-$211K	–	269
2025 Q1	$211K	Hold	10,540	–	–	0.05%	247
2024 Q4	$180K	Hold	10,540	–	–	0.04%	248
2024 Q3	$176K	Hold	10,540	–	–	0.04%	248
2024 Q2	$188K	Hold	10,540	–	–	0.05%	236
2024 Q1	$191K	Hold	10,540	–	–	0.05%	236
2023 Q4	$160K	Hold	10,540	–	–	0.05%	241
2023 Q3	$164K	Hold	10,540	–	–	0.05%	236
2023 Q2	$158K	Hold	10,540	–	–	0.05%	242
2023 Q1	$131K	Hold	10,540	–	–	0.04%	241
2022 Q4	$137K	Hold	10,540	–	–	0.05%	241
2022 Q3	$129K	Hold	10,540	–	–	0.05%	237
2022 Q2	$104K	Hold	10,540	–	–	0.04%	232
2022 Q1	$115K	Hold	10,540	–	–	0.04%	242
2021 Q4	$98K	Buy	+10,540	New	+$106K	0.04%	217

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

Waterfront Wealth's PAA Position: Q2 2026 in Review

Waterfront Wealth reduced its Plains All American Pipeline (PAA) stake by 10% in Q2 2026, selling an estimated $22.2K and leaving 8,990 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #281.

Waterfront Wealth first reported a position in PAA in Q4 2021 and has held it in 16 quarters since. 422 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Waterfront Wealth held 8,990 shares of Plains All American Pipeline worth $229K as of Q2 2026.
Waterfront Wealth sold 1,000 Plains All American Pipeline shares in Q2 2026, an estimated $22.2K.
Plains All American Pipeline made up 0.04% of Waterfront Wealth's portfolio in Q2 2026, its #281 holding.
Waterfront Wealth first reported a position in Plains All American Pipeline in Q4 2021 and has held it in 16 quarters since.
422 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.