Position in ET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,202,647
+$333,743 QoQ
Shares Held
62,900
+39.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#468
of 1,283 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CreativeOne Wealth, LLC holds $15,500,394 across 9 Oil & Gas Midstream names. ET ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
59,242 | $4,404,049 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
136,121 | $4,351,788 | |
| 3 | OKE |
Oneok Inc /New/
|
16,647 | $1,447,290 | |
| 4 | TRGP |
Targa Resources Corp.
|
4,802 | $1,287,607 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
32,833 | $1,206,940 | |
| 6 | ET |
Energy Transfer LP
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|
62,900 | $1,202,647 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
2,652 | $633,854 | |
| 8 | ENB |
Enbridge Inc
|
10,196 | $552,724 |
All Filings in ET
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,202,647 | 62,900 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $868,904 | 45,021 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $686,923 | 41,657 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $827,026 | 48,195 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,009,042 | 55,656 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $900,071 | 48,417 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $948,136 | 48,399 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $691,546 | 43,087 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $547,457 | 33,752 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $390,261 | 24,810 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $299,032 | 21,669 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,365,722 | 97,343 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,199,616 | 94,458 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,180,110 | 94,636 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,064,418 | 89,673 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $960,216 | 87,055 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $848,250 | 84,995 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $959,990 | 85,790 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $683,254 | 83,020 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $662,207 | 69,124 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $707,149 | 66,524 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $519,451 | 67,637 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $297,276 | 48,103 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||