Iams Wealth Management’s Energy Transfer Partners ET Stock Holding History

Iams Wealth Management’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
2025 Q2	–	Sell	-40,000	Closed	-$744K	–	173
2025 Q1	$744K	Hold	40,000	–	–	0.34%	83
2024 Q4	$784K	Hold	40,000	–	–	0.36%	79
2024 Q3	$642K	Hold	40,000	–	–	0.32%	87
2024 Q2	$649K	Buy	+40,000	New	+$629K	0.36%	78

Other funds holding ET

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

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

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Iams Wealth Management's ET Position: Q2 2025 in Review

Iams Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 40,000 shares — an estimated $744K sold.

Iams Wealth Management first reported a position in ET in Q2 2024 and held it in 4 quarters. The position peaked at $784K in Q4 2024. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Iams Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Iams Wealth Management sold 40,000 Energy Transfer Partners shares in Q2 2025, an estimated $744K.
Iams Wealth Management first reported a position in Energy Transfer Partners in Q2 2024 and held it in 4 quarters.
Iams Wealth Management's Energy Transfer Partners position peaked at $784K in Q4 2024.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Iams Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.