Atria Wealth Solutions’s Energy Transfer Partners ET Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$3.02M	Sell	167,058 -171,202	-51%	-$2.99M	0.07%	314
2025 Q1	$6.29M	Sell	338,260 -342,368	-50%	-$6.67M	0.08%	274
2024 Q4	$13.3M	Buy	680,628 +207,895	+44%	+$3.68M	0.15%	150
2024 Q3	$7.59M	Buy	472,733 +291	+0.1%	+$4.68K	0.08%	256
2024 Q2	$7.66M	Sell	472,442 -81,052	-15%	-$1.27M	0.08%	240
2024 Q1	$8.71M	Buy	553,494 +27,916	+5%	+$407K	0.1%	222
2023 Q4	$7.25M	Buy	525,578 +56,173	+12%	+$763K	0.09%	225
2023 Q3	$6.59M	Buy	469,405 +54,301	+13%	+$720K	0.09%	225
2023 Q2	$5.27M	Buy	415,104 +77,156	+23%	+$978K	0.07%	270
2023 Q1	$4.21M	Sell	337,948 -111,796	-25%	-$1.41M	0.06%	306
2022 Q4	$5.34M	Sell	449,744 -5,801	-1%	-$69.6K	0.09%	244
2022 Q3	$5.02M	Sell	455,545 -30,040	-6%	-$335K	0.09%	230
2022 Q2	$4.85M	Buy	485,585 +225,132	+86%	+$2.52M	0.09%	239
2022 Q1	$2.92M	Buy	+260,453	New	+$2.58M	0.05%	379

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Atria Wealth Solutions's ET Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Energy Transfer Partners (ET) stake by 51% in Q2 2025, selling an estimated $2.99M and leaving 167,058 shares worth $3.02M. The position accounts for 0.07% of the portfolio, ranked #314.

Atria Wealth Solutions first reported a position in ET in Q1 2022 and has held it in 14 quarters since. The position peaked at $13.3M in Q4 2024. 1,233 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Atria Wealth Solutions held 167,058 shares of Energy Transfer Partners worth $3.02M as of Q2 2025.
Atria Wealth Solutions sold 171,202 Energy Transfer Partners shares in Q2 2025, an estimated $2.99M.
Energy Transfer Partners made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #314 holding.
Atria Wealth Solutions first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Energy Transfer Partners position peaked at $13.3M in Q4 2024.
1,233 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.