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Advocate Investing Services’s Energy Transfer Partners ET Stock Holding History

Advocate Investing Services’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.3K Hold
1,218
– – 0.02% 218
2026
Q1 		$23.5K Hold
1,218
– – 0.02% 197
2025
Q4 		$20.1K Buy
+1,218
New +$20.3K 0.02% 193

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Advocate Investing Services's ET Position: Q2 2026 in Review

Advocate Investing Services held its Energy Transfer Partners (ET) position steady in Q2 2026 at 1,218 shares worth $23.3K. The position accounts for 0.02% of the portfolio, ranked #218.

Advocate Investing Services first reported a position in ET in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.5K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Advocate Investing Services held 1,218 shares of Energy Transfer Partners worth $23.3K as of Q2 2026.
  • Advocate Investing Services left its Energy Transfer Partners share count unchanged in Q2 2026.
  • Energy Transfer Partners made up 0.02% of Advocate Investing Services's portfolio in Q2 2026, its #218 holding.
  • Advocate Investing Services first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Energy Transfer Partners position peaked at $23.5K in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.