Financial Life Planners’s Energy Transfer Partners ET Stock Holding History

Financial Life Planners’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	$40.3K	Buy	2,109 +35	+2%	+$678	0.03%	138
2026 Q1	$40K	Buy	+2,074	New	+$38K	0.03%	134
2025 Q4	–	Sell	-1,999	Closed	-$34.3K	–	146
2025 Q3	$34.3K	Buy	+1,999	New	+$35K	0.02%	156
2025 Q1	–	Sell	-1,896	Closed	-$37.2K	–	184
2024 Q4	$37.2K	Buy	+1,896	New	+$33.6K	0.03%	144

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

Financial Life Planners's ET Position: Q2 2026 in Review

Financial Life Planners increased its Energy Transfer Partners (ET) stake by 1.7% in Q2 2026, buying an estimated $678 and bringing the position to 2,109 shares worth $40.3K. The position accounts for 0.03% of the portfolio, ranked #138.

Financial Life Planners first reported a position in ET in Q4 2024 and has held it in 4 quarters since. 1,300 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Financial Life Planners held 2,109 shares of Energy Transfer Partners worth $40.3K as of Q2 2026.
Financial Life Planners bought 35 Energy Transfer Partners shares in Q2 2026, an estimated $678.
Energy Transfer Partners made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #138 holding.
Financial Life Planners first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 4 quarters since.
1,300 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.