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

Strata 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 Q1	–	Sell	-12,529	Closed	-$207K	–	89
2025 Q4	$207K	Hold	12,529	–	–	0.06%	90
2025 Q3	$215K	Buy	+12,529	New	+$220K	0.06%	91

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Strata Wealth Advisors's ET Position: Q1 2026 in Review

Strata Wealth Advisors sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 12,529 shares — an estimated $207K sold.

Strata Wealth Advisors first reported a position in ET in Q3 2025 and held it in 2 quarters. The position peaked at $215K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Strata Wealth Advisors reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
Strata Wealth Advisors sold 12,529 Energy Transfer Partners shares in Q1 2026, an estimated $207K.
Strata Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2025 and held it in 2 quarters.
Strata Wealth Advisors's Energy Transfer Partners position peaked at $215K in Q3 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.