Diversify Advisory Services’s Energy Transfer Partners ET Stock Holding History

Diversify Advisory 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 Q3	$1.52M	Sell	76,256 -23,533	-24%	-$485K	0.02%	527
2026 Q2	$1.99M	Buy	99,789 +47,587	+91%	+$922K	0.03%	416
2026 Q1	$1.03M	Sell	52,202 -38,270	-42%	-$701K	0.16%	68
2025 Q4	$1.57M	Buy	90,472 +1,182	+1%	+$19.7K	0.05%	263
2025 Q3	$1.5M	Buy	89,290 +1,145	+1%	+$20.1K	0.05%	273
2025 Q2	$1.53M	Buy	88,145 +18,208	+26%	+$318K	0.06%	229
2025 Q1	$1.19M	Sell	69,937 -847,878	-92%	-$16.5M	0.07%	192
2024 Q4	$17.8M	Buy	917,815 +11,026	+1%	+$195K	0.98%	18
2024 Q3	$14.9M	Buy	906,789 +51,785	+6%	+$833K	0.8%	20
2024 Q2	$13.8M	Buy	855,004 +26,123	+3%	+$411K	0.76%	24
2024 Q1	$13M	Buy	+828,881	New	+$12.1M	0.77%	29

Other funds holding ET

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

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Diversify Advisory Services's ET Position: Q3 2026 in Review

Diversify Advisory Services reduced its Energy Transfer Partners (ET) stake by 24% in Q3 2026, selling an estimated $485K and leaving 76,256 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #527.

Diversify Advisory Services first reported a position in ET in Q1 2024 and has held it in 11 quarters since. The position peaked at $17.8M in Q4 2024. 309 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Diversify Advisory Services held 76,256 shares of Energy Transfer Partners worth $1.52M as of Q3 2026.
Diversify Advisory Services sold 23,533 Energy Transfer Partners shares in Q3 2026, an estimated $485K.
Energy Transfer Partners made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #527 holding.
Diversify Advisory Services first reported a position in Energy Transfer Partners in Q1 2024 and has held it in 11 quarters since.
Diversify Advisory Services's Energy Transfer Partners position peaked at $17.8M in Q4 2024.
309 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.