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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ET holding history

Energy Transfer LP in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ET overviewAll 13F holders of ETFull Q2 2026 holdings

Shares (Q2 2026)
971,804
Value
$18.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ET by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026971,804$18.6M<0.1%−202,592−17.3%ReducedHolders
Q1 20261,174,396$22.7M<0.1%+275,521+30.7%AddedHolders
Q4 2025898,875$14.8M<0.1%−674,551−42.9%ReducedHolders
Q3 20251,573,426$27.0M<0.1%+478,304+43.7%AddedHolders
Q2 20251,095,122$19.9M<0.1%+62,160+6.0%AddedHolders
Q1 20251,032,962$19.2M<0.1%+62,667+6.5%AddedHolders
Q4 2024970,295$19.0M<0.1%+174,196+21.9%AddedHolders
Q3 2024796,099$12.8M<0.1%+115,081+16.9%AddedHolders
Q2 2024681,018$11.0M<0.1%+36,668+5.7%AddedHolders
Q1 2024644,350$10.1M<0.1%+100,818+18.5%AddedHolders
Q4 2023543,532$7.50M<0.1%+25,659+5.0%AddedHolders
Q3 2023517,873$7.27M<0.1%+72,156+16.2%AddedHolders
Q2 2023445,717$5.66M<0.1%+23,571+5.6%AddedHolders
Q1 2023422,146$5.26M<0.1%−28,437−6.3%ReducedHolders
Q4 2022450,583$5.35M<0.1%+74,921+19.9%AddedHolders
Q3 2022375,662$4.14M<0.1%−20,800−5.2%ReducedHolders
Q2 2022396,462$3.96M<0.1%+50,415+14.6%AddedHolders
Q1 2022346,047$3.87M<0.1%−41,918−10.8%ReducedHolders
Q4 2021387,965$3.19M<0.1%−14,131−3.5%ReducedHolders
Q3 2021402,096$3.85M<0.1%+54,228+15.6%AddedHolders
Q2 2021347,868$3.70M<0.1%−1,459,274−80.8%ReducedHolders
Q1 20211,807,142$13.9M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.