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Pinnacle Wealth Planning Services, Inc. → ET

Pinnacle Wealth Planning Services, Inc. ET Position History

Energy Transfer LP • Energy

Quarters held
5
Latest value
$34M
Q3 2026
Peak value
$66.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$66.2M
Q4 2025$63.2M
Q1 2026$59.3M
Q2 2026$41M
Q3 2026$34M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$34M1.72M——
Q2 2026$41M2.15M——
Q1 2026$59.3M3.07M——
Q4 2025$63.2M3.84M——
Q3 2025$66.2M3.86M——

Other funds holding ET

Other Pinnacle Wealth Planning Services, Inc. positions

FSCO

VANECK IG FLOATING RATE ETF

$113.8M
ARCC

SPDR SERIES TRUST

$110.8M
FSCO

VANECK ETF TRUST

$103M
FSCO

VANECK ETF TRUST

$102.4M
ARCC

SPDR SERIES TRUST

$99.1M
ARCC

SPDR SERIES TRUST

$90.4M
ARCC

SPDR SERIES TRUST

$84.8M
ARCC

SPDR PORTFOLIO S&P 600 SMALL CAP ETF

$81.2M
Pinnacle Wealth Planning Services, Inc. ET Holdings: 13F Position History | Track13F