IAG Wealth Partners, LLC

Position in ET — Energy Transfer LP

CIK 1827261 Waukesha, WI

Position in ET

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$160,684

-$50,728 QoQ

Shares Held

8,404

-23.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,071

of 1,278 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

IAG Wealth Partners, LLC holds $237,319 across 6 Oil & Gas Midstream names. ET ranks #1 (67.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP This page	8,404	$160,684
2	EPD	Enterprise Products Partners L.P.	904	$33,231
3	WMB	Williams Companies, Inc.	321	$23,863
4	OKE	Oneok Inc /New/	112	$9,737
5	PBA	Pembina Pipeline Corp	200	$9,250
6	NAT	NORDIC AMERICAN TANKERS Ltd	100	$554

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$160,684	8,404	-23.3%	Shares	Sole	2026-08-06
2026-03-31	$211,412	10,954	-11.8%	Shares	Sole	2026-04-29
2025-12-31	$204,739	12,416	+14.1%	Shares	Sole	2026-02-10
2025-09-30	$186,700	10,880	-3.4%	Shares	Sole	2025-11-12
2025-06-30	$204,125	11,259	+6.8%	Shares	Sole	2025-08-13
2025-03-31	$196,050	10,546	+0.9%	Shares	Sole	2025-04-16
2024-12-31	$204,833	10,456	+74.6%	Shares	Sole	2025-02-10
2024-09-30	$96,123	5,989	+1.8%	Shares	Sole	2024-10-29
2024-06-30	$95,454	5,885	+11.2%	Shares	Sole	2024-07-16
2024-03-31	$83,211	5,290	+1.9%	Shares	Sole	2024-04-24
2023-12-31	$71,622	5,190	+2.1%	Shares	Sole	2024-02-02
2023-09-30	$71,342	5,085	+2.1%	Shares	Sole	2023-10-24
2023-06-30	$63,233	4,979	+3.7%	Shares	Sole	2023-08-10
2023-03-31	$59,856	4,800	+2.1%	Shares	Sole	2023-04-25
2022-12-31	$55,800	4,701	+2.0%	Shares	Sole	2023-02-08
2022-09-30	$50,859	4,611	+21.4%	Shares	Sole	2022-10-26
2022-06-30	$37,894	3,797	+1.6%	Shares	Sole	2022-08-03
2022-03-31	$41,839	3,739	+1.5%	Shares	Sole	2022-05-04
2021-12-31	$30,327	3,685	+1.5%	Shares	Sole	2022-02-14
2021-09-30	$34,784	3,631	+1.5%	Shares	Sole	2021-11-04
2021-06-30	$38,044	3,579	+18.0%	Shares	Sole	2021-08-04
2021-03-31	$23,293	3,033	+2.2%	Shares	Sole	2021-04-29
2020-12-31	$18,342	2,968	-17.3%	Shares	Sole	2021-02-11
2020-09-30	$19,463	3,591	-4.9%	Shares	Sole	2021-02-11
2020-06-30	$26,892	3,777	+2.7%	Shares	Sole	2021-02-11
2020-03-31	$16,909	3,676	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.