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

Physician 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	$14.7K	Hold	768	–	–	﹤0.01%	770
2026 Q1	$14.8K	Hold	768	–	–	﹤0.01%	695
2025 Q4	$12.7K	Hold	768	–	–	﹤0.01%	699
2025 Q3	$13.2K	Hold	768	–	–	﹤0.01%	672
2025 Q2	$13.9K	Hold	768	–	–	﹤0.01%	587
2025 Q1	$14.3K	Hold	768	–	–	﹤0.01%	548
2024 Q4	$15K	Buy	+768	New	+$13.6K	﹤0.01%	559

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

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

Physician Wealth Advisors held its Energy Transfer Partners (ET) position steady in Q2 2026 at 768 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Physician Wealth Advisors first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $15K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Physician Wealth Advisors held 768 shares of Energy Transfer Partners worth $14.7K as of Q2 2026.
Physician Wealth Advisors left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #770 holding.
Physician Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Energy Transfer Partners position peaked at $15K in Q4 2024.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

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