Institute for Wealth Management’s Energy Transfer Partners ET Stock Holding History

Institute for 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	$117K	Buy	+6,124	New	+$119K	0.01%	646
2020 Q3	–	Sell	-10,140	Closed	-$72K	–	424
2020 Q2	$72K	Hold	10,140	–	–	0.02%	422
2020 Q1	$47K	Sell	10,140 -423	-4%	-$4.51K	0.01%	400
2019 Q4	$136K	Sell	10,563 -2,145	-17%	-$26.4K	0.03%	451
2019 Q3	$166K	Sell	12,708 -1,692	-12%	-$23.6K	0.04%	400
2019 Q2	$203K	Buy	14,400 +450	+3%	+$6.66K	0.04%	433
2019 Q1	$214K	Hold	13,950	–	–	0.05%	402
2018 Q4	$184K	Buy	+13,950	New	+$212K	0.08%	244

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

Institute for Wealth Management's ET Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Energy Transfer Partners (ET) in Q2 2026: 6,124 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ET as recently as Q2 2020.

Institute for Wealth Management first reported a position in ET in Q4 2018 and has held it in 8 quarters since. The position peaked at $214K in Q1 2019. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Institute for Wealth Management held 6,124 shares of Energy Transfer Partners worth $117K as of Q2 2026.
Energy Transfer Partners was a new Institute for Wealth Management position in Q2 2026.
Energy Transfer Partners made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #646 holding.
Institute for Wealth Management first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 8 quarters since.
Institute for Wealth Management's Energy Transfer Partners position peaked at $214K in Q1 2019.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.