Secure Asset Management’s Energy Transfer Partners ET Stock Holding History

Secure Asset 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	$291K	Sell	15,209 -4,408	-22%	-$85.4K	0.04%	265
2026 Q1	$379K	Sell	19,617 -7,037	-26%	-$129K	0.06%	214
2025 Q4	$440K	Sell	26,654 -4,423	-14%	-$73.6K	0.07%	208
2025 Q3	$528K	Buy	31,077 +55	+0.2%	+$964	0.09%	173
2025 Q2	$562K	Buy	31,022 +1,103	+4%	+$19.2K	0.1%	178
2025 Q1	$556K	Buy	29,919 +3,949	+15%	+$76.9K	0.11%	164
2024 Q4	$509K	Buy	25,970 +11,842	+84%	+$210K	0.08%	195
2024 Q3	$227K	Buy	+14,128	New	+$227K	0.04%	279
2023 Q4	–	Sell	-94,238	Closed	-$1.32M	–	234
2023 Q3	$1.32M	Sell	94,238 -51,133	-35%	-$678K	0.4%	57
2023 Q2	$1.85M	Buy	145,371 +7,850	+6%	+$99.5K	0.56%	46
2023 Q1	$1.71M	Buy	137,521 +4,050	+3%	+$51.2K	0.57%	49
2022 Q4	$1.58M	Buy	133,471 +86,814	+186%	+$1.04M	0.57%	49
2022 Q3	$515K	Buy	46,657 +11,543	+33%	+$129K	0.29%	66
2022 Q2	$350K	Buy	35,114 +20,636	+143%	+$231K	0.19%	108
2022 Q1	$162K	Buy	+14,478	New	+$144K	0.07%	197
2020 Q3	–	Sell	-13,604	Closed	-$97K	–	149
2020 Q2	$97K	Buy	+13,604	New	+$101K	0.07%	150

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

Secure Asset Management's ET Position: Q2 2026 in Review

Secure Asset Management reduced its Energy Transfer Partners (ET) stake by 22% in Q2 2026, selling an estimated $85.4K and leaving 15,209 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #265.

Secure Asset Management first reported a position in ET in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.85M in Q2 2023. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Secure Asset Management held 15,209 shares of Energy Transfer Partners worth $291K as of Q2 2026.
Secure Asset Management sold 4,408 Energy Transfer Partners shares in Q2 2026, an estimated $85.4K.
Energy Transfer Partners made up 0.04% of Secure Asset Management's portfolio in Q2 2026, its #265 holding.
Secure Asset Management first reported a position in Energy Transfer Partners in Q2 2020 and has held it in 16 quarters since.
Secure Asset Management's Energy Transfer Partners position peaked at $1.85M in Q2 2023.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.