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

Wealth Alliance’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
Q1 		– Sell
-11,587
Closed -$208K – 582
2025
Q4 		$208K Sell
11,587
-90
-0.8% -$1.53K 0.02% 528
2025
Q3 		$199K Sell
11,677
-13
-0.1% -$233 0.02% 538
2025
Q2 		$214K Buy
11,690
+6
+0.1% +$105 0.02% 506
2025
Q1 		$234K Buy
11,684
+197
+2% +$3.89K 0.03% 460
2024
Q4 		$196K Sell
11,487
-8,874
-44% -$154K 0.02% 479
2024
Q3 		$354K Sell
20,361
-1,692
-8% -$30.3K 0.04% 356
2024
Q2 		$394K Sell
22,053
-4,938
-18% -$86.2K 0.05% 309
2024
Q1 		$474K Sell
26,991
-5,008
-16% -$80.8K 0.06% 281
2023
Q4 		$485K Sell
31,999
-2,244
-7% -$34.3K 0.07% 265
2023
Q3 		$525K Sell
34,243
-6,147
-15% -$92.1K 0.08% 234
2023
Q2 		$569K Buy
40,390
+1,937
+5% +$25.6K 0.09% 229
2023
Q1 		$480K Buy
38,453
+11,268
+41% +$141K 0.08% 248
2022
Q4 		$320K Sell
27,185
-12,512
-32% -$148K 0.06% 326
2022
Q3 		$417K Buy
39,697
+16,337
+70% +$182K 0.08% 246
2022
Q2 		$229K Sell
23,360
-11,811
-34% -$128K 0.04% 395
2022
Q1 		$379K Buy
35,171
+10,012
+40% +$107K 0.08% 282
2021
Q4 		$235K Buy
25,159
+5,292
+27% +$53.2K 0.05% 387
2021
Q3 		$202K Buy
19,867
+1,821
+10% +$18.1K 0.05% 408
2021
Q2 		$205K Buy
18,046
+8,046
+80% +$82.7K 0.05% 405
2021
Q1 		$91K Sell
10,000
-12,872
-56% -$118K 0.03% 381
2020
Q4 		$188K Buy
+22,872
New +$174K 0.06% 370

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Alliance's PAA Position: Q1 2026 in Review

Wealth Alliance sold out of Plains All American Pipeline (PAA) in Q1 2026, closing a stake of 11,587 shares — an estimated $208K sold.

Wealth Alliance first reported a position in PAA in Q4 2020 and held it in 21 quarters. The position peaked at $569K in Q2 2023. 412 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

  • Wealth Alliance reported no remaining Plains All American Pipeline position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance sold 11,587 Plains All American Pipeline shares in Q1 2026, an estimated $208K.
  • Wealth Alliance first reported a position in Plains All American Pipeline in Q4 2020 and held it in 21 quarters.
  • Wealth Alliance's Plains All American Pipeline position peaked at $569K in Q2 2023.
  • 412 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.