ORBA Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

ORBA Wealth Advisors’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	–	Sell	-15,600	Closed	-$301K	–	88
2026 Q1	$301K	Hold	15,600	–	–	0.36%	56
2025 Q4	$257K	Hold	15,600	–	–	0.22%	67
2025 Q3	$268K	Hold	15,600	–	–	0.22%	71
2025 Q2	$283K	Buy	+15,600	New	+$272K	0.26%	63

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

ORBA Wealth Advisors's ET Position: Q2 2026 in Review

ORBA Wealth Advisors sold out of Energy Transfer Partners (ET) in Q2 2026, closing a stake of 15,600 shares — an estimated $301K sold.

ORBA Wealth Advisors first reported a position in ET in Q2 2025 and held it in 4 quarters. The position peaked at $301K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

ORBA Wealth Advisors reported no remaining Energy Transfer Partners position as of Q2 2026 after selling out during the quarter.
ORBA Wealth Advisors sold 15,600 Energy Transfer Partners shares in Q2 2026, an estimated $301K.
ORBA Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2025 and held it in 4 quarters.
ORBA Wealth Advisors's Energy Transfer Partners position peaked at $301K in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.