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Compass Financial Services’s Energy Transfer Partners ET Stock Holding History

Compass Financial Services’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
Q1 		– Sell
-588
Closed -$9.7K – 113
2025
Q4 		$9.7K Buy
588
+11
+2% +$183 ﹤0.01% 198
2025
Q3 		$9.9K Buy
+577
New +$10.1K ﹤0.01% 206

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
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Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Compass Financial Services's ET Position: Q1 2026 in Review

Compass Financial Services sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 588 shares — an estimated $9.7K sold.

Compass Financial Services first reported a position in ET in Q3 2025 and held it in 2 quarters. The position peaked at $9.9K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Compass Financial Services reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 588 Energy Transfer Partners shares in Q1 2026, an estimated $9.7K.
  • Compass Financial Services first reported a position in Energy Transfer Partners in Q3 2025 and held it in 2 quarters.
  • Compass Financial Services's Energy Transfer Partners position peaked at $9.9K in Q3 2025.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.