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Simplicity Wealth’s Energy Transfer Partners ET Stock Holding History

Simplicity Wealth’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 		$438K Buy
+22,882
New +$443K 0.01% 695
2024
Q3 		– Sell
-60,323
Closed -$978K – 709
2024
Q2 		$978K Buy
60,323
+39,882
+195% +$627K 0.02% 534
2024
Q1 		$322K Buy
+20,441
New +$298K 0.01% 891

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Simplicity Wealth's ET Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Energy Transfer Partners (ET) in Q2 2026: 22,882 shares worth $438K. The stake represents 0.01% of the portfolio and ranks #695 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in ET as recently as Q2 2024.

Simplicity Wealth first reported a position in ET in Q1 2024 and has held it in 3 quarters since. The position peaked at $978K in Q2 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Simplicity Wealth held 22,882 shares of Energy Transfer Partners worth $438K as of Q2 2026.
  • Energy Transfer Partners was a new Simplicity Wealth position in Q2 2026.
  • Energy Transfer Partners made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #695 holding.
  • Simplicity Wealth first reported a position in Energy Transfer Partners in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Energy Transfer Partners position peaked at $978K in Q2 2024.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.