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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

ET holding history

Energy Transfer LP in every 13F filed by Arkadios Wealth Advisors, 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)
133,394
Value
$2.55M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of ET by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026133,394$2.55M<0.1%−20,283−13.2%ReducedHolders
Q1 2026153,677$2.97M<0.1%+25,085+19.5%AddedHolders
Q4 2025128,592$2.12M<0.1%+3,709+3.0%AddedHolders
Q3 2025124,883$2.14M0.1%+287+0.2%AddedHolders
Q2 2025124,596$2.26M0.1%+3,053+2.5%AddedHolders
Q1 2025121,543$2.26M0.1%+11,717+10.7%AddedHolders
Q4 2024109,826$2.15M0.1%−3,520−3.1%ReducedHolders
Q3 2024113,346$1.82M0.1%−66−0.1%ReducedHolders
Q2 2024113,412$1.84M0.1%+86,596+322.9%AddedHolders
Q1 202426,816$421.8K<0.1%−1,434−5.1%ReducedHolders
Q4 202328,250$389.9K<0.1%+903+3.3%AddedHolders
Q3 202327,347$383.7K<0.1%+1,026+3.9%AddedHolders
Q2 202326,321$334.3K<0.1%−157−0.6%ReducedHolders
Q1 202326,478$330.2K<0.1%−9,555−26.5%ReducedHolders
Q4 202236,033$427.7K0.1%+20.0%AddedHolders
Q3 202236,031$397.0K0.1%+3,208+9.8%AddedHolders
Q2 202232,823$328.0K<0.1%+22,500+218.0%AddedHolders
Q1 202210,323$116.0K<0.1%+10,323NewHolders
Q4 20210$00.0%−640−100.0%Sold outHolders
Q3 2021640$6.00K<0.1%−5,032−88.7%ReducedHolders
Q2 20215,672$60.0K<0.1%+700+14.1%AddedHolders
Q1 20214,972$38.0K<0.1%––Holders

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