UFA
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Uptown Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Uptown Financial Advisors’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.33M Buy
128,554
+37,865
+42% +$686K 2% 14
2025
Q1 		$1.69M Hold
90,689
– – 1.72% 15
2024
Q4 		$1.78M Buy
+90,689
New +$1.78M 1.92% 15