Avior Wealth Management’s Energy Transfer Partners ET Stock Holding History

Avior Wealth Management’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	$1.3M	Sell	67,911 -22,695	-25%	-$439K	0.03%	314
2026 Q1	$1.75M	Buy	90,606 +446	+0.5%	+$8.17K	0.05%	268
2025 Q4	$1.49M	Buy	90,160 +73,359	+437%	+$1.22M	0.05%	241
2025 Q3	$288K	Sell	16,801 -62	-0.4%	-$1.09K	0.01%	603
2025 Q2	$306K	Sell	16,863 -72,215	-81%	-$1.26M	0.01%	566
2025 Q1	$1.66M	Buy	89,078 +20,650	+30%	+$402K	0.06%	194
2024 Q4	$1.34M	Buy	68,428 +7,560	+12%	+$134K	0.05%	233
2024 Q3	$977K	Buy	60,868 +19,045	+46%	+$306K	0.04%	293
2024 Q2	$678K	Sell	41,823 -19,016	-31%	-$299K	0.03%	356
2024 Q1	$957K	Buy	60,839 +30,613	+101%	+$446K	0.04%	297
2023 Q4	$417K	Buy	30,226 +1,361	+5%	+$18.5K	0.03%	379
2023 Q3	$405K	Buy	28,865 +855	+3%	+$11.3K	0.03%	375
2023 Q2	$356K	Buy	28,010 +643	+2%	+$8.15K	0.02%	419
2023 Q1	$341K	Buy	27,367 +27,152	+12,629%	+$343K	0.02%	430
2022 Q4	$2.55K	Sell	215 -1,254	-85%	-$15K	﹤0.01%	1033
2022 Q3	$16K	Buy	1,469 +779	+113%	+$8.68K	﹤0.01%	771
2022 Q2	$6K	Buy	690 +12	+2%	+$134	﹤0.01%	831
2022 Q1	$7K	Buy	678 +11	+2%	+$109	﹤0.01%	873
2021 Q4	$5K	Buy	667 +11	+2%	+$100	﹤0.01%	878
2021 Q3	$6K	Sell	656 -120	-15%	-$1.15K	﹤0.01%	821
2021 Q2	$8K	Buy	776 +140	+22%	+$1.34K	﹤0.01%	777
2021 Q1	$4K	Buy	636 +14	+2%	+$102	﹤0.01%	850
2020 Q4	$3K	Sell	622 -34,823	-98%	-$211K	﹤0.01%	832
2020 Q3	$191K	Sell	35,445 -19,347	-35%	-$123K	0.03%	380
2020 Q2	$389K	Buy	54,792 +9,917	+22%	+$73.5K	0.06%	284
2020 Q1	$206K	Hold	44,875	–	–	0.04%	340
2019 Q4	$575K	Buy	44,875 +1,073	+2%	+$13.2K	0.09%	212
2019 Q3	$572K	Hold	43,802	–	–	0.1%	193
2019 Q2	$617K	Buy	43,802 +1,358	+3%	+$20.1K	0.11%	178
2019 Q1	$652K	Sell	42,444 -2,645	-6%	-$39.3K	0.14%	159
2018 Q4	$595K	Buy	45,089 +24,075	+115%	+$366K	0.14%	148
2018 Q3	$366K	Sell	21,014 -727	-3%	-$12.9K	0.08%	230
2018 Q2	$375K	Sell	21,741 -2,105	-9%	-$34.6K	0.08%	213
2018 Q1	$339K	Buy	23,846 +1,382	+6%	+$23K	0.08%	217
2017 Q4	$388K	Buy	22,464 +21,132	+1,586%	+$360K	0.09%	202
2017 Q3	$23K	Sell	1,332 -196	-13%	-$3.43K	0.01%	266
2017 Q2	$27K	Hold	1,528	–	–	0.01%	234
2017 Q1	$30K	Buy	1,528 +374	+32%	+$7.04K	0.01%	268
2016 Q4	$22K	Buy	1,154 +144	+14%	+$2.4K	0.01%	280
2016 Q3	$17K	Hold	1,010	–	–	0.01%	305
2016 Q2	$15K	Sell	1,010 -443	-30%	-$5.28K	0.01%	313
2016 Q1	$10K	Buy	1,453 +225	+18%	+$1.77K	﹤0.01%	342
2015 Q4	$17K	Buy	1,228 +122	+11%	+$2.28K	0.01%	261
2015 Q3	$23K	Sell	1,106 -226	-17%	-$6.38K	0.01%	222
2015 Q2	$43K	Buy	+1,332	New	+$44.6K	0.03%	142

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

Avior Wealth Management's ET Position: Q2 2026 in Review

Avior Wealth Management reduced its Energy Transfer Partners (ET) stake by 25% in Q2 2026, selling an estimated $439K and leaving 67,911 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #314.

Avior Wealth Management first reported a position in ET in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.75M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Avior Wealth Management held 67,911 shares of Energy Transfer Partners worth $1.3M as of Q2 2026.
Avior Wealth Management sold 22,695 Energy Transfer Partners shares in Q2 2026, an estimated $439K.
Energy Transfer Partners made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #314 holding.
Avior Wealth Management first reported a position in Energy Transfer Partners in Q2 2015 and has held it in 45 quarters since.
Avior Wealth Management's Energy Transfer Partners position peaked at $1.75M in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.