Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Energy Transfer Partners ET Stock Holding History

Dynamic Advisor Solutions’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 		$1.4M Sell
70,684
-28,184
-29% -$581K 0.04% 383
2026
Q2 		$1.89M Buy
98,868
+25,420
+35% +$492K 0.05% 347
2026
Q1 		$1.42M Buy
73,448
+18,311
+33% +$335K 0.04% 391
2025
Q4 		$909K Sell
55,137
-106,315
-66% -$1.77M 0.03% 480
2025
Q3 		$2.77M Buy
161,452
+16,602
+11% +$291K 0.08% 248
2025
Q2 		$2.63M Buy
144,850
+18,107
+14% +$316K 0.08% 248
2025
Q1 		$2.36M Sell
126,743
-14,040
-10% -$274K 0.08% 251
2024
Q4 		$2.76M Buy
140,783
+3,123
+2% +$55.3K 0.12% 171
2024
Q3 		$2.21M Buy
137,660
+7,344
+6% +$118K 0.07% 277
2024
Q2 		$2.11M Buy
130,316
+16,492
+14% +$259K 0.07% 282
2024
Q1 		$1.79M Buy
113,824
+7,496
+7% +$109K 0.06% 318
2023
Q4 		$1.48M Buy
106,328
+24,156
+29% +$328K 0.06% 335
2023
Q3 		$1.15M Buy
82,172
+44,289
+117% +$587K 0.05% 322
2023
Q2 		$481K Sell
37,883
-40,245
-52% -$510K 0.03% 507
2023
Q1 		$974K Buy
78,128
+16,858
+28% +$213K 0.06% 324
2022
Q4 		$727K Buy
61,270
+30,791
+101% +$369K 0.05% 346
2022
Q3 		$336K Buy
30,479
+469
+2% +$5.22K 0.03% 492
2022
Q2 		$299K Sell
30,010
-1,281
-4% -$14.3K 0.02% 528
2022
Q1 		$350K Buy
31,291
+3,609
+13% +$35.8K 0.02% 519
2021
Q4 		$228K Sell
27,682
-1,034
-4% -$9.4K 0.02% 646
2021
Q3 		$275K Buy
28,716
+146
+0.5% +$1.4K 0.02% 599
2021
Q2 		$304K Sell
28,570
-4,674
-14% -$44.8K 0.02% 538
2021
Q1 		$255K Sell
33,244
-19,210
-37% -$140K 0.02% 541
2020
Q4 		$324K Sell
52,454
-2,128
-4% -$12.9K 0.03% 472
2020
Q3 		$296K Buy
54,582
+95
+0.2% +$603 0.03% 433
2020
Q2 		$388K Buy
54,487
+9,192
+20% +$68.1K 0.05% 329
2020
Q1 		$208K Buy
45,295
+8,276
+22% +$88.2K 0.04% 401
2019
Q4 		$475K Sell
37,019
-161
-0.4% -$1.98K 0.06% 314
2019
Q3 		$486K Sell
37,180
-845
-2% -$11.8K 0.08% 281
2019
Q2 		$535K Buy
38,025
+2,208
+6% +$32.7K 0.09% 245
2019
Q1 		$551K Sell
35,817
-1,530
-4% -$22.7K 0.1% 209
2018
Q4 		$536K Buy
+37,347
New +$567K 0.11% 190

Other funds holding ET

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SG
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
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Private Capital Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Dynamic Advisor Solutions's ET Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Energy Transfer Partners (ET) stake by 29% in Q3 2026, selling an estimated $581K and leaving 70,684 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #383.

Dynamic Advisor Solutions first reported a position in ET in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.77M in Q3 2025. 272 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Dynamic Advisor Solutions held 70,684 shares of Energy Transfer Partners worth $1.4M as of Q3 2026.
  • Dynamic Advisor Solutions sold 28,184 Energy Transfer Partners shares in Q3 2026, an estimated $581K.
  • Energy Transfer Partners made up 0.04% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #383 holding.
  • Dynamic Advisor Solutions first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 32 quarters since.
  • Dynamic Advisor Solutions's Energy Transfer Partners position peaked at $2.77M in Q3 2025.
  • 272 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.