Independent Wealth Network’s Energy Transfer Partners ET Stock Holding History

Independent Wealth Network’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	$1.17M	Buy	60,946 +2,138	+4%	+$41.4K	0.3%	92
2026 Q1	$1.14M	Buy	58,808 +1,935	+3%	+$35.4K	0.34%	81
2025 Q4	$938K	Sell	56,873 -2,013	-3%	-$33.5K	0.29%	89
2025 Q3	$1.01M	Buy	58,886 +1,183	+2%	+$20.7K	0.32%	77
2025 Q2	$1.05M	Buy	57,703 +11,922	+26%	+$208K	0.38%	67
2025 Q1	$851K	Sell	45,781 -1,826	-4%	-$35.6K	0.34%	81
2024 Q4	$933K	Buy	47,607 +2,336	+5%	+$41.4K	0.38%	71
2024 Q3	$727K	Sell	45,271 -2,879	-6%	-$46.3K	0.32%	79
2024 Q2	$781K	Buy	48,150 +2,507	+5%	+$39.4K	0.36%	75
2024 Q1	$718K	Buy	45,643 +2,219	+5%	+$32.3K	0.34%	79
2023 Q4	$599K	Buy	43,424 +426	+1%	+$5.79K	0.32%	81
2023 Q3	$603K	Buy	42,998 +342	+0.8%	+$4.54K	0.37%	68
2023 Q2	$542K	Sell	42,656 -20,054	-32%	-$254K	0.33%	80
2023 Q1	$782K	Sell	62,710 -1,734	-3%	-$21.9K	0.5%	45
2022 Q4	$765K	Buy	64,444 +2,356	+4%	+$28.3K	0.52%	41
2022 Q3	$685K	Buy	62,088 +5,707	+10%	+$63.6K	0.54%	42
2022 Q2	$563K	Sell	56,381 -964	-2%	-$10.8K	0.41%	62
2022 Q1	$642K	Buy	57,345 +743	+1%	+$7.37K	0.41%	67
2021 Q4	$466K	Sell	56,602 -2,603	-4%	-$23.7K	0.29%	94
2021 Q3	$573K	Buy	+59,205	New	+$568K	0.37%	74

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Independent Wealth Network's ET Position: Q2 2026 in Review

Independent Wealth Network increased its Energy Transfer Partners (ET) stake by 3.6% in Q2 2026, buying an estimated $41.4K and bringing the position to 60,946 shares worth $1.17M. The position accounts for 0.3% of the portfolio, ranked #92.

Independent Wealth Network first reported a position in ET in Q3 2021 and has held it in 20 quarters since. 327 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Independent Wealth Network held 60,946 shares of Energy Transfer Partners worth $1.17M as of Q2 2026.
Independent Wealth Network bought 2,138 Energy Transfer Partners shares in Q2 2026, an estimated $41.4K.
Energy Transfer Partners made up 0.3% of Independent Wealth Network's portfolio in Q2 2026, its #92 holding.
Independent Wealth Network first reported a position in Energy Transfer Partners in Q3 2021 and has held it in 20 quarters since.
327 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.