Quantum Financial Planning Services’s Energy Transfer Partners ET Stock Holding History

Quantum Financial Planning Services’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	$191K	Hold	10,000	–	–	0.06%	57
2026 Q1	$193K	Hold	10,000	–	–	0.07%	52
2025 Q4	$165K	Hold	10,000	–	–	0.06%	53
2025 Q3	$172K	Hold	10,000	–	–	0.07%	49
2025 Q2	$181K	Buy	+10,000	New	+$174K	0.09%	46

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WPEP

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NCM

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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

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Quantum Financial Planning Services's ET Position: Q2 2026 in Review

Quantum Financial Planning Services held its Energy Transfer Partners (ET) position steady in Q2 2026 at 10,000 shares worth $191K. The position accounts for 0.06% of the portfolio, ranked #57.

Quantum Financial Planning Services first reported a position in ET in Q2 2025 and has held it in 5 quarters since. The position peaked at $193K in Q1 2026. 253 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Quantum Financial Planning Services held 10,000 shares of Energy Transfer Partners worth $191K as of Q2 2026.
Quantum Financial Planning Services left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.06% of Quantum Financial Planning Services's portfolio in Q2 2026, its #57 holding.
Quantum Financial Planning Services first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 5 quarters since.
Quantum Financial Planning Services's Energy Transfer Partners position peaked at $193K in Q1 2026.
253 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.