Continuum Advisory’s Energy Transfer Partners ET Stock Holding History

Continuum Advisory’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 Q2	–	Sell	-2,459	Closed	-$45.7K	–	755
2025 Q1	$45.7K	Buy	2,459 +63	+3%	+$1.23K	0.01%	703
2024 Q4	$46.9K	Buy	2,396 +39	+2%	+$691	0.01%	680
2024 Q3	$40.4K	Buy	2,357 +729	+45%	+$11.7K	0.01%	702
2024 Q2	$26.4K	Buy	1,628 +18	+1%	+$283	﹤0.01%	742
2024 Q1	$26.1K	Buy	+1,610	New	+$23.4K	﹤0.01%	733

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Continuum Advisory's ET Position: Q2 2025 in Review

Continuum Advisory sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 2,459 shares — an estimated $45.7K sold.

Continuum Advisory first reported a position in ET in Q1 2024 and held it in 5 quarters. The position peaked at $46.9K in Q4 2024. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Continuum Advisory reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 2,459 Energy Transfer Partners shares in Q2 2025, an estimated $45.7K.
Continuum Advisory first reported a position in Energy Transfer Partners in Q1 2024 and held it in 5 quarters.
Continuum Advisory's Energy Transfer Partners position peaked at $46.9K in Q4 2024.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.