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 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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Dynamic Advisor Solutions's ET Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Energy Transfer Partners (ET) stake by 35% in Q2 2026, buying an estimated $492K and bringing the position to 98,868 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #347.

Dynamic Advisor Solutions first reported a position in ET in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.77M in Q3 2025. 253 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Dynamic Advisor Solutions held 98,868 shares of Energy Transfer Partners worth $1.89M as of Q2 2026.
Dynamic Advisor Solutions bought 25,420 Energy Transfer Partners shares in Q2 2026, an estimated $492K.
Energy Transfer Partners made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #347 holding.
Dynamic Advisor Solutions first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 31 quarters since.
Dynamic Advisor Solutions's Energy Transfer Partners position peaked at $2.77M in Q3 2025.
253 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.