Canvas Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Canvas Wealth Advisors’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	$739K	Buy	38,672 +14	+0%	+$271	0.1%	106
2026 Q1	$746K	Buy	38,658 +64	+0.2%	+$1.17K	0.13%	92
2025 Q4	$636K	Hold	38,594	–	–	0.11%	94
2025 Q3	$648K	Buy	+38,594	New	+$676K	0.12%	93

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Canvas Wealth Advisors's ET Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Energy Transfer Partners (ET) stake by 0.04% in Q2 2026, buying an estimated $271 and bringing the position to 38,672 shares worth $739K. The position accounts for 0.1% of the portfolio, ranked #106.

Canvas Wealth Advisors first reported a position in ET in Q3 2025 and has held it in 4 quarters since. The position peaked at $746K in Q1 2026. 368 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Canvas Wealth Advisors held 38,672 shares of Energy Transfer Partners worth $739K as of Q2 2026.
Canvas Wealth Advisors bought 14 Energy Transfer Partners shares in Q2 2026, an estimated $271.
Energy Transfer Partners made up 0.1% of Canvas Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Canvas Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2025 and has held it in 4 quarters since.
Canvas Wealth Advisors's Energy Transfer Partners position peaked at $746K in Q1 2026.
368 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.