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

Mission 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	$1.32M	Buy	69,208 +28,183	+69%	+$546K	0.02%	397
2026 Q1	$792K	Sell	41,025 -100	-0.2%	-$1.83K	0.02%	372
2025 Q4	$678K	Buy	41,125 +711	+2%	+$11.8K	0.01%	415
2025 Q3	$694K	Sell	40,414 -11,120	-22%	-$195K	0.01%	407
2025 Q2	$934K	Sell	51,534 -1,447	-3%	-$25.3K	0.02%	341
2025 Q1	$985K	Buy	52,981 +953	+2%	+$18.6K	0.02%	303
2024 Q4	$1.02M	Buy	52,028 +2,612	+5%	+$46.3K	0.02%	285
2024 Q3	$793K	Buy	49,416 +3,842	+8%	+$61.8K	0.02%	339
2024 Q2	$739K	Buy	45,574 +16,521	+57%	+$260K	0.02%	330
2024 Q1	$457K	Buy	29,053 +10,294	+55%	+$150K	0.01%	456
2023 Q4	$259K	Buy	18,759 +1,429	+8%	+$19.4K	0.01%	505
2023 Q3	$243K	Buy	17,330 +1,262	+8%	+$16.7K	0.01%	478
2023 Q2	$204K	Buy	16,068 +5,385	+50%	+$68.2K	0.01%	519
2023 Q1	$133K	Buy	+10,683	New	+$135K	0.01%	520
2020 Q4	–	Sell	-15,078	Closed	-$82K	–	412
2020 Q3	$82K	Sell	15,078 -1,122	-7%	-$7.12K	0.01%	354
2020 Q2	$115K	Buy	+16,200	New	+$120K	0.01%	330
2016 Q4	–	Sell	-12,417	Closed	-$208K	–	179
2016 Q3	$208K	Sell	12,417 -4,373	-26%	-$73.8K	0.05%	158
2016 Q2	$241K	Buy	+16,790	New	+$200K	0.06%	129

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

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

Mission Wealth Management increased its Energy Transfer Partners (ET) stake by 69% in Q2 2026, buying an estimated $546K and bringing the position to 69,208 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #397.

Mission Wealth Management first reported a position in ET in Q2 2016 and has held it in 18 quarters since. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Mission Wealth Management held 69,208 shares of Energy Transfer Partners worth $1.32M as of Q2 2026.
Mission Wealth Management bought 28,183 Energy Transfer Partners shares in Q2 2026, an estimated $546K.
Energy Transfer Partners made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #397 holding.
Mission Wealth Management first reported a position in Energy Transfer Partners in Q2 2016 and has held it in 18 quarters since.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.