ACT WEALTH MANAGEMENT, LLC

Position in ET — Energy Transfer LP

CIK 1814191 PLANO, TX

Position in ET

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$430,200

-$4,050 QoQ

Shares Held

22,500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#757

of 1,278 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ACT WEALTH MANAGEMENT, LLC holds $430,200 across 1 Oil & Gas Midstream name. ET ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ET	Energy Transfer LP This page	22,500	$430,200

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$430,200	22,500	0.0%	Shares	Sole	2026-07-08
2026-03-31	$434,250	22,500	+36.4%	Shares	Sole	2026-04-14
2025-12-31	$272,085	16,500	-21.0%	Shares	Sole	2026-01-15
2025-09-30	$358,249	20,877	+0.4%	Shares	Sole	2025-10-06
2025-06-30	$377,013	20,795	-4.3%	Shares	Sole	2025-07-09
2025-03-31	$403,756	21,719	+8.8%	Shares	Sole	2025-04-11
2024-12-31	$391,212	19,970	-2.8%	Shares	Sole	2025-01-17
2024-09-30	$329,667	20,540	0.0%	Shares	Sole	2024-10-08
2024-06-30	$333,158	20,540	+0.8%	Shares	Sole	2024-07-11
2024-03-31	$320,420	20,370	+9.4%	Shares	Sole	2024-04-10
2023-12-31	$256,956	18,620	0.0%	Shares	Sole	2024-01-18
2023-09-30	$261,238	18,620	-9.9%	Shares	Sole	2023-10-11
2023-06-30	$262,470	20,667	+12.1%	Shares	Sole	2023-07-14
2023-03-31	$229,834	18,431	-4.0%	Shares	Sole	2023-04-13
2022-12-31	$227,998	19,208	-4.0%	Shares	Sole	2023-01-20
2022-09-30	$220,600	20,000	-12.0%	Shares	Sole	2022-10-24
2022-06-30	$226,775	22,723	+0.4%	Shares	Sole	2022-07-08
2022-03-31	$253,352	22,641	—	Shares	Sole	2022-04-12
No filing history on record for this holder in this stock.