Advus Financial Partners, LLC’s Plains All American Pipeline PAA Stock Holding History

Advus Financial Partners, LLC’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	$205K	Hold	9,195	–	–	0.05%	257
2026 Q1	$205K	Buy	+9,195	New	+$187K	0.05%	244
2023 Q3	–	Sell	-10,452	Closed	-$147K	–	164
2023 Q2	$147K	Sell	10,452 -2,276	-18%	-$30.1K	0.06%	160
2023 Q1	$159K	Buy	12,728 +1,063	+9%	+$13.3K	0.07%	141
2022 Q4	$137K	Sell	11,665 -408	-3%	-$4.83K	0.06%	146
2022 Q3	$127K	Sell	12,073 -1,970	-14%	-$22K	0.07%	127
2022 Q2	$138K	Buy	14,043 +1,077	+8%	+$11.7K	0.07%	125
2022 Q1	$140K	Buy	+12,966	New	+$139K	0.07%	125
2021 Q3	$121K	Buy	+12,966	New	+$129K	0.07%	108

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

Advus Financial Partners, LLC's PAA Position: Q2 2026 in Review

Advus Financial Partners, LLC held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 9,195 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #257.

Advus Financial Partners, LLC first reported a position in PAA in Q3 2021 and has held it in 9 quarters since. The position peaked at $205K in Q1 2026. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Advus Financial Partners, LLC held 9,195 shares of Plains All American Pipeline worth $205K as of Q2 2026.
Advus Financial Partners, LLC left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.05% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #257 holding.
Advus Financial Partners, LLC first reported a position in Plains All American Pipeline in Q3 2021 and has held it in 9 quarters since.
Advus Financial Partners, LLC's Plains All American Pipeline position peaked at $205K in Q1 2026.
420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.