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

Invenio 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	$616K	Buy	32,216 +500	+2%	+$9.68K	0.22%	51
2026 Q1	$612K	Sell	31,716 -3,010	-9%	-$55.1K	0.24%	46
2025 Q4	$573K	Buy	34,726 +3,010	+9%	+$50.1K	0.21%	53
2025 Q3	$544K	Hold	31,716	–	–	0.2%	58
2025 Q2	$575K	Hold	31,716	–	–	0.23%	52
2025 Q1	$590K	Sell	31,716 -5,000	-14%	-$97.4K	0.25%	48
2024 Q4	$719K	Hold	36,716	–	–	0.3%	45
2024 Q3	$589K	Sell	36,716 -5,500	-13%	-$88.5K	0.25%	49
2024 Q2	$685K	Sell	42,216 -1,000	-2%	-$15.7K	0.34%	39
2024 Q1	$680K	Hold	43,216	–	–	0.37%	41
2023 Q4	$596K	Hold	43,216	–	–	0.43%	43
2023 Q3	$606K	Sell	43,216 -2,000	-4%	-$26.5K	0.55%	39
2023 Q2	$574K	Buy	+45,216	New	+$573K	0.65%	31

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Invenio Wealth Partners increased its Energy Transfer Partners (ET) stake by 1.6% in Q2 2026, buying an estimated $9.68K and bringing the position to 32,216 shares worth $616K. The position accounts for 0.22% of the portfolio, ranked #51.

Invenio Wealth Partners first reported a position in ET in Q2 2023 and has held it in 13 quarters since. The position peaked at $719K in Q4 2024. 1,295 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Invenio Wealth Partners held 32,216 shares of Energy Transfer Partners worth $616K as of Q2 2026.
Invenio Wealth Partners bought 500 Energy Transfer Partners shares in Q2 2026, an estimated $9.68K.
Energy Transfer Partners made up 0.22% of Invenio Wealth Partners's portfolio in Q2 2026, its #51 holding.
Invenio Wealth Partners first reported a position in Energy Transfer Partners in Q2 2023 and has held it in 13 quarters since.
Invenio Wealth Partners's Energy Transfer Partners position peaked at $719K in Q4 2024.
1,295 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.