Caliber Wealth Management (Kansas)’s Energy Transfer Partners ET Stock Holding History

Caliber Wealth Management (Kansas)’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	-11,346	Closed	-$187K	–	274
2025 Q4	$187K	Sell	11,346 -872	-7%	-$14.5K	0.02%	258
2025 Q3	$210K	Sell	12,218 -581	-5%	-$10.2K	0.02%	242
2025 Q2	$232K	Buy	12,799 +2,279	+22%	+$39.8K	0.02%	253
2025 Q1	$196K	Buy	+10,520	New	+$205K	0.03%	243

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Caliber Wealth Management (Kansas)'s ET Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 11,346 shares — an estimated $187K sold.

Caliber Wealth Management (Kansas) first reported a position in ET in Q1 2025 and held it in 4 quarters. The position peaked at $232K in Q2 2025. 1,294 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Caliber Wealth Management (Kansas) reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
Caliber Wealth Management (Kansas) sold 11,346 Energy Transfer Partners shares in Q1 2026, an estimated $187K.
Caliber Wealth Management (Kansas) first reported a position in Energy Transfer Partners in Q1 2025 and held it in 4 quarters.
Caliber Wealth Management (Kansas)'s Energy Transfer Partners position peaked at $232K in Q2 2025.
1,294 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.