CMC Financial Group’s Energy Transfer Partners ET Stock Holding History

CMC Financial Group’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	-30,000	Closed	-$579K	–	52
2026 Q1	$579K	Buy	+30,000	New	+$549K	1.14%	25
2022 Q4	–	Sell	-133,174	Closed	-$1.47M	–	21
2022 Q3	$1.47M	Buy	133,174 +7,696	+6%	+$85.7K	3.45%	6
2022 Q2	$1.25M	Sell	125,478 -934	-0.7%	-$10.5K	2.13%	12
2022 Q1	$1.5M	Buy	+126,412	New	+$1.25M	1.67%	14

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

CMC Financial Group's ET Position: Q2 2026 in Review

CMC Financial Group sold out of Energy Transfer Partners (ET) in Q2 2026, closing a stake of 30,000 shares — an estimated $579K sold.

CMC Financial Group first reported a position in ET in Q1 2022 and held it in 4 quarters. The position peaked at $1.5M in Q1 2022. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

CMC Financial Group reported no remaining Energy Transfer Partners position as of Q2 2026 after selling out during the quarter.
CMC Financial Group sold 30,000 Energy Transfer Partners shares in Q2 2026, an estimated $579K.
CMC Financial Group first reported a position in Energy Transfer Partners in Q1 2022 and held it in 4 quarters.
CMC Financial Group's Energy Transfer Partners position peaked at $1.5M in Q1 2022.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on CMC Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.