IAA
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Independent Advisor Alliance’s Energy Transfer Partners ET Stock Holding History

Independent Advisor Alliance’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 		$4.12M Sell
213,499
-88,102
-29% -$1.61M 0.04% 362
2025
Q4 		$4.97M Sell
301,601
-1,245
-0.4% -$20.7K 0.12% 137
2025
Q3 		$5.2M Sell
302,846
-15,265
-5% -$268K 0.14% 123
2025
Q2 		$5.77M Buy
318,111
+584
+0.2% +$10.2K 0.17% 102
2025
Q1 		$5.9M Buy
317,527
+29,145
+10% +$568K 0.19% 88
2024
Q4 		$5.65M Buy
288,382
+574
+0.2% +$10.2K 0.07% 245
2024
Q3 		$4.62M Buy
287,808
+21,764
+8% +$350K 0.17% 108
2024
Q2 		$4.32M Buy
266,044
+19,477
+8% +$306K 0.15% 120
2024
Q1 		$3.88M Buy
246,567
+13,794
+6% +$201K 0.14% 128
2023
Q4 		$3.21M Buy
232,773
+12,967
+6% +$176K 0.12% 151
2023
Q3 		$3.08M Buy
219,806
+73,270
+50% +$972K 0.14% 136
2023
Q2 		$1.86M Buy
146,536
+235
+0.2% +$2.98K 0.08% 211
2023
Q1 		$1.82M Sell
146,301
-5,435
-4% -$68.7K 0.09% 204
2022
Q4 		$1.8K Sell
151,736
-5,385
-3% -$64.6K ﹤0.01% 263
2022
Q3 		$1.73M Buy
157,121
+3,937
+3% +$43.8K 0.1% 190
2022
Q2 		$1.53M Buy
153,184
+8,976
+6% +$101K 0.09% 196
2022
Q1 		$1.61M Buy
144,208
+4,347
+3% +$43.1K 0.08% 213
2021
Q4 		$1.15M Buy
139,861
+12,913
+10% +$117K 0.06% 259
2021
Q3 		$1.22M Buy
126,948
+2,937
+2% +$28.2K 0.07% 235
2021
Q2 		$1.32M Sell
124,011
-16,528
-12% -$158K 0.07% 219
2021
Q1 		$1.08M Buy
140,539
+11,224
+9% +$82K 0.06% 245
2020
Q4 		$799K Sell
129,315
-11,403
-8% -$69K 0.05% 252
2020
Q3 		$763K Sell
140,718
-26,039
-16% -$165K 0.06% 222
2020
Q2 		$1.19M Buy
166,757
+43,089
+35% +$319K 0.13% 131
2020
Q1 		$569K Sell
123,668
-5,765
-4% -$61.4K 0.08% 197
2019
Q4 		$1.66M Buy
129,433
+63,424
+96% +$782K 0.07% 265
2019
Q3 		$863K Sell
66,009
-638
-1% -$8.89K 0.11% 172
2019
Q2 		$938K Buy
66,647
+1,957
+3% +$29K 0.14% 152
2019
Q1 		$994K Buy
64,690
+213
+0.3% +$3.17K 0.14% 142
2018
Q4 		$852K Buy
64,477
+54,341
+536% +$825K 0.15% 135
2018
Q3 		$183K Buy
+10,136
New +$180K 0.03% 352

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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

Independent Advisor Alliance's ET Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Energy Transfer Partners (ET) stake by 29% in Q1 2026, selling an estimated $1.61M and leaving 213,499 shares worth $4.12M. The position accounts for 0.04% of the portfolio, ranked #362.

Independent Advisor Alliance first reported a position in ET in Q3 2018 and has held it in 31 quarters since. The position peaked at $5.9M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Independent Advisor Alliance held 213,499 shares of Energy Transfer Partners worth $4.12M as of Q1 2026.
  • Independent Advisor Alliance sold 88,102 Energy Transfer Partners shares in Q1 2026, an estimated $1.61M.
  • Energy Transfer Partners made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #362 holding.
  • Independent Advisor Alliance first reported a position in Energy Transfer Partners in Q3 2018 and has held it in 31 quarters since.
  • Independent Advisor Alliance's Energy Transfer Partners position peaked at $5.9M in Q1 2025.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.