Avantax Planning Partners’s Energy Transfer Partners ET Stock Holding History

Avantax Planning Partners’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	$638K	Sell	33,356 -6,006	-15%	-$116K	0.02%	251
2026 Q1	$760K	Buy	39,362 +5,392	+16%	+$98.7K	0.02%	227
2025 Q4	$560K	Sell	33,970 -87	-0.3%	-$1.45K	0.02%	257
2025 Q3	$584K	Buy	34,057 +2,375	+7%	+$41.6K	0.02%	244
2025 Q2	$574K	Buy	31,682 +1,313	+4%	+$22.9K	0.02%	249
2025 Q1	$565K	Buy	30,369 +2,277	+8%	+$44.4K	0.02%	238
2024 Q4	$550K	Hold	28,092	–	–	0.02%	243
2024 Q3	$451K	Buy	28,092 +1,500	+6%	+$24.1K	0.02%	270
2024 Q2	$431K	Buy	26,592 +5,463	+26%	+$85.9K	0.01%	306
2024 Q1	$332K	Buy	21,129 +7,518	+55%	+$110K	0.01%	347
2023 Q4	$188K	Buy	13,611 +10	+0.1%	+$136	0.01%	364
2023 Q3	$191K	Sell	13,601 -8,000	-37%	-$106K	0.01%	348
2023 Q2	$274K	Hold	21,601	–	–	0.01%	309
2023 Q1	$269K	Sell	21,601 -437	-2%	-$5.52K	0.01%	317
2022 Q4	$262K	Sell	22,038 -8,023	-27%	-$96.2K	0.01%	316
2022 Q3	$332K	Buy	30,061 +9,303	+45%	+$104K	0.02%	271
2022 Q2	$207K	Hold	20,758	–	–	0.01%	322
2022 Q1	$232K	Hold	20,758	–	–	0.01%	320
2021 Q4	$171K	Sell	20,758 -2,040	-9%	-$18.5K	0.01%	340
2021 Q3	$218K	Buy	22,798 +30	+0.1%	+$288	0.01%	307
2021 Q2	$242K	Buy	22,768 +6,506	+40%	+$62.3K	0.01%	283
2021 Q1	$125K	Buy	+16,262	New	+$119K	0.01%	306
2018 Q2	–	Sell	-1,100	Closed	-$16K	–	595
2018 Q1	$16K	Buy	+1,100	New	+$18.3K	﹤0.01%	861

Other funds holding ET

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

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

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

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

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 New York $32.9B AUM 23.66% 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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Avantax Planning Partners's ET Position: Q2 2026 in Review

Avantax Planning Partners reduced its Energy Transfer Partners (ET) stake by 15% in Q2 2026, selling an estimated $116K and leaving 33,356 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #251.

Avantax Planning Partners first reported a position in ET in Q1 2018 and has held it in 23 quarters since. The position peaked at $760K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Avantax Planning Partners held 33,356 shares of Energy Transfer Partners worth $638K as of Q2 2026.
Avantax Planning Partners sold 6,006 Energy Transfer Partners shares in Q2 2026, an estimated $116K.
Energy Transfer Partners made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #251 holding.
Avantax Planning Partners first reported a position in Energy Transfer Partners in Q1 2018 and has held it in 23 quarters since.
Avantax Planning Partners's Energy Transfer Partners position peaked at $760K in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.