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

Buska 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 Q3	$206K	Sell	10,401 -3	-0%	-$62	0.07%	74
2026 Q2	$199K	Sell	10,404 -1,421	-12%	-$27.5K	0.07%	79
2026 Q1	$228K	Sell	11,825 -4,444	-27%	-$81.4K	0.09%	69
2025 Q4	$268K	Buy	16,269 +847	+5%	+$14.1K	0.1%	62
2025 Q3	$265K	Buy	15,422 +2,990	+24%	+$52.4K	0.08%	58
2025 Q2	$225K	Buy	+12,432	New	+$217K	0.06%	62
2024 Q3	–	Sell	-13,958	Closed	-$226K	–	61
2024 Q2	$226K	Sell	13,958 -1,937	-12%	-$30.4K	0.09%	49
2024 Q1	$250K	Buy	+15,895	New	+$232K	0.11%	44

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

Buska Wealth Management's ET Position: Q3 2026 in Review

Buska Wealth Management reduced its Energy Transfer Partners (ET) stake by 0.03% in Q3 2026, selling an estimated $62 and leaving 10,401 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #74.

Buska Wealth Management first reported a position in ET in Q1 2024 and has held it in 8 quarters since. The position peaked at $268K in Q4 2025. 57 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Buska Wealth Management held 10,401 shares of Energy Transfer Partners worth $206K as of Q3 2026.
Buska Wealth Management sold 3 Energy Transfer Partners shares in Q3 2026, an estimated $62.
Energy Transfer Partners made up 0.07% of Buska Wealth Management's portfolio in Q3 2026, its #74 holding.
Buska Wealth Management first reported a position in Energy Transfer Partners in Q1 2024 and has held it in 8 quarters since.
Buska Wealth Management's Energy Transfer Partners position peaked at $268K in Q4 2025.
57 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.