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 Q2	$1.2M	Buy	62,900 +17,879	+40%	+$346K	0.03%	519
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

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

CreativeOne Wealth's ET Position: Q2 2026 in Review

CreativeOne Wealth increased its Energy Transfer Partners (ET) stake by 40% in Q2 2026, buying an estimated $346K and bringing the position to 62,900 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #519.

CreativeOne Wealth first reported a position in ET in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q3 2023. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

CreativeOne Wealth held 62,900 shares of Energy Transfer Partners worth $1.2M as of Q2 2026.
CreativeOne Wealth bought 17,879 Energy Transfer Partners shares in Q2 2026, an estimated $346K.
Energy Transfer Partners made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #519 holding.
CreativeOne Wealth first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 23 quarters since.
CreativeOne Wealth's Energy Transfer Partners position peaked at $1.37M in Q3 2023.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.