Symphony Financial’s Energy Transfer Partners ET Stock Holding History

Symphony Financial’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	-17,810	Closed	-$294K	–	321
2025 Q4	$294K	Buy	+17,810	New	+$296K	0.04%	227

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $786B AUM 40.34% 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 $6.36B AUM 17.8% 1-Year Est. Return

Symphony Financial's ET Position: Q1 2026 in Review

Symphony Financial sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 17,810 shares — an estimated $294K sold.

Symphony Financial first reported a position in ET in Q4 2025 and held it in 1 quarter. The position peaked at $294K in Q4 2025. 1,296 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Symphony Financial reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
Symphony Financial sold 17,810 Energy Transfer Partners shares in Q1 2026, an estimated $294K.
Symphony Financial first reported a position in Energy Transfer Partners in Q4 2025 and held it in 1 quarter.
Symphony Financial's Energy Transfer Partners position peaked at $294K in Q4 2025.
1,296 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.