Position in PBA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$249,796
+$1,692 QoQ
Shares Held
5,401
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#308
of 431 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $8,063,257 across 8 Oil & Gas Midstream names. PBA ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
44,164 | $3,839,618 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
34,752 | $1,277,483 | |
| 3 | ENB |
Enbridge Inc
|
13,029 | $706,302 | |
| 4 | ET |
Energy Transfer LP
|
33,356 | $637,766 | |
| 5 | TRP |
Tc Energy Corp
|
8,838 | $585,871 | |
| 6 | WMB |
Williams Companies, Inc.
|
5,369 | $399,131 | |
| 7 | PAA |
Plains All American Pipeline LP
|
16,500 | $367,290 | |
| 8 | PBA |
Pembina Pipeline Corp
This page
|
5,401 | $249,796 |
All Filings in PBA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,796 | 5,401 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $248,104 | 5,543 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $210,966 | 5,543 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $288,601 | 7,133 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $267,558 | 7,133 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $285,533 | 7,133 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $263,564 | 7,133 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $294,164 | 7,133 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $264,491 | 7,133 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $252,080 | 7,133 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $240,630 | 6,991 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $210,149 | 6,991 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $219,797 | 6,991 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $226,508 | 6,991 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $237,344 | 6,991 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $212,316 | 6,991 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $247,131 | 6,991 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $262,861 | 6,991 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $212,037 | 6,991 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $221,544 | 6,991 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $222,104 | 6,991 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $201,620 | 6,991 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||