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IAG Wealth Partners’s Energy Transfer Partners ET Stock Holding History

IAG Wealth Partners’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 		$161K Sell
8,404
-2,550
-23% -$49.4K 0.02% 140
2026
Q1 		$211K Sell
10,954
-1,462
-12% -$26.8K 0.02% 119
2025
Q4 		$205K Buy
12,416
+1,536
+14% +$25.6K 0.02% 118
2025
Q3 		$187K Sell
10,880
-379
-3% -$6.64K 0.02% 122
2025
Q2 		$204K Buy
11,259
+713
+7% +$12.4K 0.03% 112
2025
Q1 		$196K Buy
10,546
+90
+0.9% +$1.75K 0.03% 109
2024
Q4 		$205K Buy
10,456
+4,467
+75% +$79.1K 0.04% 100
2024
Q3 		$96.1K Buy
5,989
+104
+2% +$1.67K 0.02% 132
2024
Q2 		$95.4K Buy
5,885
+595
+11% +$9.35K 0.02% 123
2024
Q1 		$83.2K Buy
5,290
+100
+2% +$1.46K 0.02% 132
2023
Q4 		$71.6K Buy
5,190
+105
+2% +$1.43K 0.02% 128
2023
Q3 		$71.3K Buy
5,085
+106
+2% +$1.41K 0.02% 125
2023
Q2 		$63.2K Buy
4,979
+179
+4% +$2.27K 0.02% 147
2023
Q1 		$59.9K Buy
4,800
+99
+2% +$1.25K 0.02% 132
2022
Q4 		$55.8K Buy
4,701
+90
+2% +$1.08K 0.02% 133
2022
Q3 		$51K Buy
4,611
+814
+21% +$9.06K 0.02% 120
2022
Q2 		$38K Buy
3,797
+58
+2% +$650 0.01% 149
2022
Q1 		$42K Buy
3,739
+54
+1% +$535 0.01% 153
2021
Q4 		$30K Buy
3,685
+54
+1% +$491 0.01% 176
2021
Q3 		$35K Buy
3,631
+52
+1% +$499 0.01% 153
2021
Q2 		$39K Buy
3,579
+546
+18% +$5.23K 0.01% 140
2021
Q1 		$24K Buy
3,033
+65
+2% +$475 0.01% 165
2020
Q4 		$19K Sell
2,968
-623
-17% -$3.77K 0.01% 169
2020
Q3 		$20K Sell
3,591
-186
-5% -$1.18K 0.01% 158
2020
Q2 		$27K Buy
3,777
+101
+3% +$748 0.01% 138
2020
Q1 		$17K Buy
3,676
+990
+37% +$10.5K 0.01% 160
2019
Q4 		$35K Buy
+2,686
New +$33.1K 0.02% 133

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

IAG Wealth Partners's ET Position: Q2 2026 in Review

IAG Wealth Partners reduced its Energy Transfer Partners (ET) stake by 23% in Q2 2026, selling an estimated $49.4K and leaving 8,404 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #140.

IAG Wealth Partners first reported a position in ET in Q4 2019 and has held it in 27 quarters since. The position peaked at $211K in Q1 2026. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • IAG Wealth Partners held 8,404 shares of Energy Transfer Partners worth $161K as of Q2 2026.
  • IAG Wealth Partners sold 2,550 Energy Transfer Partners shares in Q2 2026, an estimated $49.4K.
  • Energy Transfer Partners made up 0.02% of IAG Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • IAG Wealth Partners first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Energy Transfer Partners position peaked at $211K in Q1 2026.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.