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

SOA 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	$116K	Buy	87,219 +11,747	+16%	+$227K	0.02%	269
2026 Q1	$105K	Buy	75,472 +2	+0%	+$37	0.02%	266
2025 Q4	$100K	Sell	75,470 -142,936	-65%	-$2.38M	0.02%	284
2025 Q3	$243K	Hold	218,406	–	–	0.04%	185
2025 Q2	$244K	Sell	218,406 -15,375	-7%	-$268K	0.05%	180
2025 Q1	$260K	Buy	233,781 +231,860	+12,070%	+$4.52M	0.05%	165
2024 Q4	$37.6K	Buy	1,921 +421	+28%	+$7.46K	0.01%	366
2024 Q3	$24.1K	Hold	1,500	–	–	﹤0.01%	422
2024 Q2	$24.3K	Hold	1,500	–	–	﹤0.01%	411
2024 Q1	$23.6K	Hold	1,500	–	–	﹤0.01%	418
2023 Q4	$20.7K	Hold	1,500	–	–	﹤0.01%	424
2023 Q3	$21K	Hold	1,500	–	–	0.01%	410
2023 Q2	$19.1K	Hold	1,500	–	–	﹤0.01%	437
2023 Q1	$18.7K	Hold	1,500	–	–	﹤0.01%	434
2022 Q4	$17.8K	Hold	1,500	–	–	﹤0.01%	426
2022 Q3	$16K	Buy	+1,500	New	+$16.7K	﹤0.01%	425

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

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

SOA Wealth Advisors increased its Energy Transfer Partners (ET) stake by 16% in Q2 2026, buying an estimated $227K and bringing the position to 87,219 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #269.

SOA Wealth Advisors first reported a position in ET in Q3 2022 and has held it in 16 quarters since. The position peaked at $260K in Q1 2025. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

SOA Wealth Advisors held 87,219 shares of Energy Transfer Partners worth $116K as of Q2 2026.
SOA Wealth Advisors bought 11,747 Energy Transfer Partners shares in Q2 2026, an estimated $227K.
Energy Transfer Partners made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #269 holding.
SOA Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2022 and has held it in 16 quarters since.
SOA Wealth Advisors's Energy Transfer Partners position peaked at $260K in Q1 2025.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.