Global Retirement Partners’s Energy Transfer LP Series I Preferred Units ET.PRI Stock Holding History

Global Retirement Partners’s Portfolio ET.PRI Stock Details ET.PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$63.9K	Buy	+5,574	New	+$65K	﹤0.01%	2359

Other funds holding ET.PRI

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Global Retirement Partners's ET.PRI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Energy Transfer LP Series I Preferred Units (ET.PRI) in Q2 2026: 5,574 shares worth $63.9K. The stake represents ﹤0.01% of the portfolio and ranks #2359 among its holdings.

57 funds tracked by Wall St. Rank hold ET.PRI as of Q2 2026.

Global Retirement Partners held 5,574 shares of Energy Transfer LP Series I Preferred Units worth $63.9K as of Q2 2026.
Energy Transfer LP Series I Preferred Units was a new Global Retirement Partners position in Q2 2026.
Energy Transfer LP Series I Preferred Units made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2359 holding.
57 funds tracked by Wall St. Rank held Energy Transfer LP Series I Preferred Units as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.