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CreativeOne Wealth’s Energy Transfer Partners ET Stock Holding History

CreativeOne Wealth’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 		$869K Buy
45,021
+3,364
+8% +$61.6K 0.02% 627
2025
Q4 		$687K Sell
41,657
-6,538
-14% -$109K 0.02% 678
2025
Q3 		$827K Sell
48,195
-7,461
-13% -$131K 0.02% 616
2025
Q2 		$1.01M Buy
55,656
+7,239
+15% +$126K 0.03% 531
2025
Q1 		$900K Buy
48,417
+18
+0% +$351 0.03% 514
2024
Q4 		$948K Buy
48,399
+5,312
+12% +$94.1K 0.03% 483
2024
Q3 		$692K Buy
43,087
+9,335
+28% +$150K 0.02% 529
2024
Q2 		$547K Buy
33,752
+8,942
+36% +$141K 0.03% 452
2024
Q1 		$390K Buy
24,810
+3,141
+14% +$45.7K 0.02% 642
2023
Q4 		$299K Sell
21,669
-75,674
-78% -$1.03M 0.02% 501
2023
Q3 		$1.37M Sell
97,343
-848
-0.9% -$11.2K 0.1% 190
2023
Q2 		$1.25M Buy
98,191
+3,555
+4% +$45K 0.06% 289
2023
Q1 		$1.18M Buy
94,636
+4,963
+6% +$62.7K 0.06% 275
2022
Q4 		$1.06M Buy
89,673
+2,618
+3% +$31.4K 0.06% 278
2022
Q3 		$960K Buy
87,055
+2,060
+2% +$22.9K 0.06% 269
2022
Q2 		$848K Sell
84,995
-795
-0.9% -$8.9K 0.05% 292
2022
Q1 		$960K Buy
85,790
+2,770
+3% +$27.5K 0.05% 283
2021
Q4 		$683K Buy
83,020
+13,896
+20% +$126K 0.03% 368
2021
Q3 		$662K Buy
69,124
+2,600
+4% +$25K 0.04% 338
2021
Q2 		$707K Sell
66,524
-1,113
-2% -$10.7K 0.04% 316
2021
Q1 		$519K Buy
67,637
+19,534
+41% +$143K 0.04% 325
2020
Q4 		$297K Buy
+48,103
New +$291K 0.02% 375

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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

CreativeOne Wealth's ET Position: Q1 2026 in Review

CreativeOne Wealth increased its Energy Transfer Partners (ET) stake by 8.1% in Q1 2026, buying an estimated $61.6K and bringing the position to 45,021 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #627.

CreativeOne Wealth first reported a position in ET in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.37M in Q3 2023. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • CreativeOne Wealth held 45,021 shares of Energy Transfer Partners worth $869K as of Q1 2026.
  • CreativeOne Wealth bought 3,364 Energy Transfer Partners shares in Q1 2026, an estimated $61.6K.
  • Energy Transfer Partners made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #627 holding.
  • CreativeOne Wealth first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 22 quarters since.
  • CreativeOne Wealth's Energy Transfer Partners position peaked at $1.37M in Q3 2023.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.