SEC 13F Intelligence

Alpha Wealth Funds, LLC / ET

Alpha Wealth Funds, LLC’s Energy Transfer L P Position

Does Alpha Wealth Funds, LLC own Energy Transfer L P (ET)? Yes89.5K shares worth $2M (+1.18% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
89.5K
% of Portfolio
+1.18%
Quarters Held
5
currently held

Position History ET

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202689.5K$2M+1.18%
Q4 202589.5K$1M+0.92%
Q3 202589.5K$2M+1.13%
Q2 202589.5K$2M+1.37%
Q1 2025109.5K$2M+2.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alpha Wealth Funds, LLC’s full portfolio or all institutional holders of ET.