USAdvisors Wealth Management’s Energy Transfer Partners ET Stock Holding History

USAdvisors Wealth Management’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	–	Sell	-18,067	Closed	-$353K	–	146
2026 Q1	$353K	Buy	18,067 +2,007	+12%	+$36.8K	0.12%	93
2025 Q4	$264K	Sell	16,060 -2,190	-12%	-$36.5K	0.09%	113
2025 Q3	$313K	Buy	18,250 +2,750	+18%	+$48.2K	0.11%	98
2025 Q2	$281K	Buy	15,500 +2,000	+15%	+$34.9K	0.1%	103
2025 Q1	$250K	Hold	13,500	–	–	0.09%	113
2024 Q4	$264K	Sell	13,500 -1,000	-7%	-$17.7K	0.09%	114
2024 Q3	$233K	Buy	14,500 +3,950	+37%	+$63.6K	0.08%	110
2024 Q2	$171K	Buy	+10,550	New	+$166K	0.06%	121

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

USAdvisors Wealth Management's ET Position: Q2 2026 in Review

USAdvisors Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2026, closing a stake of 18,067 shares — an estimated $353K sold.

USAdvisors Wealth Management first reported a position in ET in Q2 2024 and held it in 8 quarters. The position peaked at $353K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

USAdvisors Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2026 after selling out during the quarter.
USAdvisors Wealth Management sold 18,067 Energy Transfer Partners shares in Q2 2026, an estimated $353K.
USAdvisors Wealth Management first reported a position in Energy Transfer Partners in Q2 2024 and held it in 8 quarters.
USAdvisors Wealth Management's Energy Transfer Partners position peaked at $353K in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.