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

Diversify 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	$1.99M	Buy	99,789 +14,910	+18%	+$289K	0.03%	416
2026 Q1	$1.68M	Buy	+84,879	New	+$1.55M	0.03%	428
2024 Q3	–	Sell	-33,015	Closed	-$509K	–	479
2024 Q2	$509K	Buy	+33,015	New	+$519K	0.06%	270

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

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

Diversify Wealth Management increased its Energy Transfer Partners (ET) stake by 18% in Q2 2026, buying an estimated $289K and bringing the position to 99,789 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #416.

Diversify Wealth Management first reported a position in ET in Q2 2024 and has held it in 3 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Diversify Wealth Management held 99,789 shares of Energy Transfer Partners worth $1.99M as of Q2 2026.
Diversify Wealth Management bought 14,910 Energy Transfer Partners shares in Q2 2026, an estimated $289K.
Energy Transfer Partners made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #416 holding.
Diversify Wealth Management first reported a position in Energy Transfer Partners in Q2 2024 and has held it in 3 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.