Arax Advisory Partners’s Energy Transfer LP Series I Preferred Units ET.PRI Stock Holding History

Arax Advisory Partners’s Portfolio ET.PRI Stock Details ET.PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$229K	Buy	+20,000	New	+$233K	﹤0.01%	2157

Other funds holding ET.PRI

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Arax Advisory Partners's ET.PRI Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Energy Transfer LP Series I Preferred Units (ET.PRI) in Q2 2026: 20,000 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #2157 among its holdings.

57 funds tracked by Wall St. Rank hold ET.PRI as of Q2 2026.

Arax Advisory Partners held 20,000 shares of Energy Transfer LP Series I Preferred Units worth $229K as of Q2 2026.
Energy Transfer LP Series I Preferred Units was a new Arax Advisory Partners position in Q2 2026.
Energy Transfer LP Series I Preferred Units made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2157 holding.
57 funds tracked by Wall St. Rank held Energy Transfer LP Series I Preferred Units as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.