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 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

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

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

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

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

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

TCA

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

Blackstone Inc New York $25.6B AUM 26.83% 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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Diversify Advisory Services's ET Position: Q1 2026 in Review

Diversify Advisory Services reduced its Energy Transfer Partners (ET) stake by 42% in Q1 2026, selling an estimated $701K and leaving 52,202 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #68.

Diversify Advisory Services first reported a position in ET in Q1 2024 and has held it in 9 quarters since. The position peaked at $17.8M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Diversify Advisory Services held 52,202 shares of Energy Transfer Partners worth $1.03M as of Q1 2026.
Diversify Advisory Services sold 38,270 Energy Transfer Partners shares in Q1 2026, an estimated $701K.
Energy Transfer Partners made up 0.16% of Diversify Advisory Services's portfolio in Q1 2026, its #68 holding.
Diversify Advisory Services first reported a position in Energy Transfer Partners in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Energy Transfer Partners position peaked at $17.8M in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.