Avantax Advisory Services’s Energy Transfer Partners ET Stock Holding History

Avantax Advisory 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
2025 Q2	$4.06M	Buy	224,186 +33,771	+18%	+$589K	0.02%	523
2025 Q1	$3.54M	Buy	190,415 +7,632	+4%	+$149K	0.02%	526
2024 Q4	$3.58M	Buy	182,783 +20,565	+13%	+$364K	0.02%	497
2024 Q3	$2.6M	Buy	162,218 +7,441	+5%	+$120K	0.02%	587
2024 Q2	$2.51M	Buy	154,777 +10,513	+7%	+$165K	0.02%	581
2024 Q1	$2.27M	Sell	144,264 -9,232	-6%	-$134K	0.02%	508
2023 Q4	$2.12M	Sell	153,496 -6,604	-4%	-$89.8K	0.02%	484
2023 Q3	$2.25M	Buy	160,100 +30,275	+23%	+$402K	0.03%	429
2023 Q2	$1.65M	Buy	129,825 +14,043	+12%	+$178K	0.02%	515
2023 Q1	$1.44M	Buy	115,782 +14,659	+14%	+$185K	0.02%	540
2022 Q4	$1.2M	Buy	101,123 +13,105	+15%	+$157K	0.02%	575
2022 Q3	$971K	Buy	88,018 +557	+0.6%	+$6.2K	0.01%	565
2022 Q2	$873K	Buy	87,461 +3,615	+4%	+$40.5K	0.01%	593
2022 Q1	$935K	Buy	83,846 +3,250	+4%	+$32.2K	0.01%	557
2021 Q4	$663K	Buy	80,596 +3,796	+5%	+$34.5K	0.01%	663
2021 Q3	$736K	Buy	76,800 +11,951	+18%	+$115K	0.01%	580
2021 Q2	$687K	Buy	64,849 +8,216	+15%	+$78.7K	0.01%	579
2021 Q1	$438K	Buy	56,633 +7,618	+16%	+$55.6K	0.01%	665
2020 Q4	$304K	Sell	49,015 -100,045	-67%	-$605K	0.01%	720
2020 Q3	$805K	Buy	149,060 +105,408	+241%	+$669K	0.01%	609
2020 Q2	$310K	Buy	43,652 +2,112	+5%	+$15.7K	0.01%	621
2020 Q1	$191K	Sell	41,540 -20,050	-33%	-$214K	0.01%	728
2019 Q4	$790K	Buy	61,590 +24,978	+68%	+$308K	0.02%	385
2019 Q3	$479K	Buy	36,612 +3,859	+12%	+$53.8K	0.02%	326
2019 Q2	$461K	Sell	32,753 -1,493	-4%	-$22.1K	0.02%	307
2019 Q1	$526K	Buy	34,246 +1,724	+5%	+$25.6K	0.03%	269
2018 Q4	$431K	Buy	+32,522	New	+$494K	0.07%	242

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's ET Position: Q2 2025 in Review

Avantax Advisory Services increased its Energy Transfer Partners (ET) stake by 18% in Q2 2025, buying an estimated $589K and bringing the position to 224,186 shares worth $4.06M. The position accounts for 0.02% of the portfolio, ranked #523.

Avantax Advisory Services first reported a position in ET in Q4 2018 and has held it in 27 quarters since. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Avantax Advisory Services held 224,186 shares of Energy Transfer Partners worth $4.06M as of Q2 2025.
Avantax Advisory Services bought 33,771 Energy Transfer Partners shares in Q2 2025, an estimated $589K.
Energy Transfer Partners made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #523 holding.
Avantax Advisory Services first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 27 quarters since.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.