Aventura Private Wealth’s Energy Transfer Partners ET Stock Holding History

Aventura Private Wealth’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	$131K	Buy	6,852 +33	+0.5%	+$639	0.04%	213
2026 Q1	$132K	Sell	6,819 -145	-2%	-$2.65K	0.05%	195
2025 Q4	$115K	Buy	6,964 +267	+4%	+$4.44K	0.04%	199
2025 Q3	$115K	Buy	6,697 +1,809	+37%	+$31.7K	0.04%	204
2025 Q2	$88.6K	Buy	4,888 +28	+0.6%	+$489	0.04%	226
2025 Q1	$90.3K	Buy	4,860 +25	+0.5%	+$487	0.05%	199
2024 Q4	$94.7K	Buy	+4,835	New	+$85.6K	0.05%	190

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

Aventura Private Wealth's ET Position: Q2 2026 in Review

Aventura Private Wealth increased its Energy Transfer Partners (ET) stake by 0.48% in Q2 2026, buying an estimated $639 and bringing the position to 6,852 shares worth $131K. The position accounts for 0.04% of the portfolio, ranked #213.

Aventura Private Wealth first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $132K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Aventura Private Wealth held 6,852 shares of Energy Transfer Partners worth $131K as of Q2 2026.
Aventura Private Wealth bought 33 Energy Transfer Partners shares in Q2 2026, an estimated $639.
Energy Transfer Partners made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #213 holding.
Aventura Private Wealth first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Energy Transfer Partners position peaked at $132K in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.