Certified Advisory Corp’s Energy Transfer Partners ET Stock Holding History

Certified Advisory Corp’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
2025 Q3	–	Sell	-10,170	Closed	-$184K	–	318
2025 Q2	$184K	Buy	10,170 +6	+0.1%	+$105	0.02%	300
2025 Q1	$189K	Buy	10,164 +4	+0%	+$78	0.02%	291
2024 Q4	$199K	Buy	10,160 +6	+0.1%	+$106	0.02%	293
2024 Q3	$163K	Buy	10,154 +6	+0.1%	+$97	0.02%	293
2024 Q2	$165K	Buy	10,148 +5	+0%	+$79	0.02%	280
2024 Q1	$160K	Buy	10,143 +6	+0.1%	+$87	0.02%	260
2023 Q4	$140K	Buy	+10,137	New	+$138K	0.02%	257
2021 Q2	–	Sell	-2,068	Closed	-$16K	–	363
2021 Q1	$16K	Buy	+2,068	New	+$15.1K	﹤0.01%	532
2020 Q2	$25K	Buy	3,547 +1,508	+74%	+$11.2K	0.01%	399
2020 Q1	$9K	Sell	2,039 -1,607	-44%	-$17.1K	﹤0.01%	540
2019 Q4	$47K	Sell	3,646 -196	-5%	-$2.42K	0.02%	328
2019 Q3	$50K	Buy	3,842 +19	+0.5%	+$265	0.02%	319
2019 Q2	$54K	Sell	3,823 -653	-15%	-$9.67K	0.02%	304
2019 Q1	$69K	Buy	4,476 +117	+3%	+$1.74K	0.03%	260
2018 Q4	$58K	Buy	+4,359	New	+$66.2K	0.03%	254

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Certified Advisory Corp's ET Position: Q3 2025 in Review

Certified Advisory Corp sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 10,170 shares — an estimated $184K sold.

Certified Advisory Corp first reported a position in ET in Q4 2018 and held it in 15 quarters. The position peaked at $199K in Q4 2024. 1,224 funds tracked by Wall St. Rank hold ET as of Q3 2025.

Certified Advisory Corp reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
Certified Advisory Corp sold 10,170 Energy Transfer Partners shares in Q3 2025, an estimated $184K.
Certified Advisory Corp first reported a position in Energy Transfer Partners in Q4 2018 and held it in 15 quarters.
Certified Advisory Corp's Energy Transfer Partners position peaked at $199K in Q4 2024.
1,224 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Certified Advisory Corp's 13F filing for Q3 2025, filed 13 Nov 2025.