Advus Financial Partners’s Enterprise Products Partners EPD Stock Holding History

Advus Financial Partners’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$573K	Hold	16,097	–	–	0.16%	82
2026 Q2	$592K	Hold	16,097	–	–	0.17%	81
2026 Q1	$609K	Hold	16,097	–	–	0.23%	48
2025 Q4	$516K	Buy	16,097 +3,800	+31%	+$120K	0.19%	48
2025 Q3	$385K	Hold	12,297	–	–	0.14%	52
2025 Q2	$381K	Hold	12,297	–	–	0.15%	51
2025 Q1	$420K	Sell	12,297 -2,243	-15%	-$74.7K	0.18%	47
2024 Q4	$456K	Hold	14,540	–	–	0.2%	46
2024 Q3	$423K	Hold	14,540	–	–	0.18%	46
2024 Q2	$421K	Hold	14,540	–	–	0.19%	48
2024 Q1	$424K	Hold	14,540	–	–	0.19%	46
2023 Q4	$383K	Hold	14,540	–	–	0.19%	43
2023 Q3	$398K	Hold	14,540	–	–	0.21%	42
2023 Q2	$383K	Buy	14,540 +3,010	+26%	+$78.7K	0.2%	43
2023 Q1	$299K	Hold	11,530	–	–	0.16%	47
2022 Q4	$278K	Sell	11,530 -1,000	-8%	-$24.6K	0.16%	58
2022 Q3	$298K	Hold	12,530	–	–	0.21%	47
2022 Q2	$305K	Hold	12,530	–	–	0.21%	45
2022 Q1	$323K	Hold	12,530	–	–	0.22%	48
2021 Q4	$275K	Sell	12,530 -5,340	-30%	-$120K	0.2%	43
2021 Q3	$392K	Buy	+17,870	New	+$406K	0.22%	58

Other funds holding EPD

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Advus Financial Partners's EPD Position: Q3 2026 in Review

Advus Financial Partners held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 16,097 shares worth $573K. The position accounts for 0.16% of the portfolio, ranked #82.

Advus Financial Partners first reported a position in EPD in Q3 2021 and has held it in 21 quarters since. The position peaked at $609K in Q1 2026. 597 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Advus Financial Partners held 16,097 shares of Enterprise Products Partners worth $573K as of Q3 2026.
Advus Financial Partners left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.16% of Advus Financial Partners's portfolio in Q3 2026, its #82 holding.
Advus Financial Partners first reported a position in Enterprise Products Partners in Q3 2021 and has held it in 21 quarters since.
Advus Financial Partners's Enterprise Products Partners position peaked at $609K in Q1 2026.
597 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.