WT Wealth Management’s Plains All American Pipeline PAA Stock Holding History

WT Wealth Management’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
2025 Q4	–	Sell	-37,030	Closed	-$632K	–	144
2025 Q3	$632K	Sell	37,030 -5,683	-13%	-$102K	0.18%	83
2025 Q2	$783K	Buy	42,713 +11,403	+36%	+$199K	0.23%	74
2025 Q1	$626K	Buy	31,310 +2,229	+8%	+$44K	0.2%	75
2024 Q4	$497K	Buy	29,081 +2,808	+11%	+$48.9K	0.16%	86
2024 Q3	$454K	Buy	26,273 +508	+2%	+$9.1K	0.15%	86
2024 Q2	$460K	Buy	25,765 +1,225	+5%	+$21.4K	0.16%	86
2024 Q1	$431K	Buy	24,540 +200	+0.8%	+$3.23K	0.15%	87
2023 Q4	$369K	Hold	24,340	–	–	0.15%	87
2023 Q3	$373K	Buy	+24,340	New	+$365K	0.16%	85

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WT Wealth Management's PAA Position: Q4 2025 in Review

WT Wealth Management sold out of Plains All American Pipeline (PAA) in Q4 2025, closing a stake of 37,030 shares — an estimated $632K sold.

WT Wealth Management first reported a position in PAA in Q3 2023 and held it in 9 quarters. The position peaked at $783K in Q2 2025. 374 funds tracked by Wall St. Rank hold PAA as of Q4 2025.

WT Wealth Management reported no remaining Plains All American Pipeline position as of Q4 2025 after selling out during the quarter.
WT Wealth Management sold 37,030 Plains All American Pipeline shares in Q4 2025, an estimated $632K.
WT Wealth Management first reported a position in Plains All American Pipeline in Q3 2023 and held it in 9 quarters.
WT Wealth Management's Plains All American Pipeline position peaked at $783K in Q2 2025.
374 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q4 2025.

Based on WT Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.