Golden State Wealth Management’s Energy Transfer Partners ET Stock Holding History

Golden State 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	$62.5K	Buy	3,270 +617	+23%	+$11.9K	0.01%	677
2026 Q1	$51.2K	Buy	2,653 +17	+0.6%	+$311	0.01%	673
2025 Q4	$43.5K	Sell	2,636 -282	-10%	-$4.69K	﹤0.01%	723
2025 Q3	$50.1K	Buy	2,918 +817	+39%	+$14.3K	0.01%	680
2025 Q2	$38.1K	Buy	2,101 +10	+0.5%	+$174	﹤0.01%	706
2025 Q1	$38.9K	Buy	2,091 +19	+0.9%	+$370	0.01%	643
2024 Q4	$40.6K	Buy	+2,072	New	+$36.7K	0.01%	618
2020 Q4	–	Sell	-1,595	Closed	-$9K	–	286
2020 Q3	$9K	Buy	+1,595	New	+$10.1K	﹤0.01%	404
2020 Q2	–	Sell	-1,595	Closed	-$7K	–	398
2020 Q1	$7K	Buy	+1,595	New	+$17K	﹤0.01%	681
2019 Q4	–	Sell	-1,688	Closed	-$22K	–	308
2019 Q3	$22K	Sell	1,688 -135	-7%	-$1.88K	0.01%	599
2019 Q2	$25K	Hold	1,823	–	–	0.01%	578
2019 Q1	$28K	Buy	+1,823	New	+$27.1K	0.01%	559

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

Golden State Wealth Management's ET Position: Q2 2026 in Review

Golden State Wealth Management increased its Energy Transfer Partners (ET) stake by 23% in Q2 2026, buying an estimated $11.9K and bringing the position to 3,270 shares worth $62.5K. The position accounts for 0.01% of the portfolio, ranked #677.

Golden State Wealth Management first reported a position in ET in Q1 2019 and has held it in 12 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Golden State Wealth Management held 3,270 shares of Energy Transfer Partners worth $62.5K as of Q2 2026.
Golden State Wealth Management bought 617 Energy Transfer Partners shares in Q2 2026, an estimated $11.9K.
Energy Transfer Partners made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #677 holding.
Golden State Wealth Management first reported a position in Energy Transfer Partners in Q1 2019 and has held it in 12 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.