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Amplius Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Amplius Wealth Advisors’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
Q2 		$253K Buy
+6,872
New +$259K 0.02% 180
2022
Q1 		– Sell
-331
Closed -$7K – 393
2021
Q4 		$7K Buy
+331
New +$7.42K ﹤0.01% 657

Other funds holding EPD

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Amplius Wealth Advisors's EPD Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 6,872 shares worth $253K. The stake represents 0.02% of the portfolio and ranks #180 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in EPD as recently as Q4 2021.

Amplius Wealth Advisors first reported a position in EPD in Q4 2021 and has held it in 2 quarters since. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Amplius Wealth Advisors held 6,872 shares of Enterprise Products Partners worth $253K as of Q2 2026.
  • Enterprise Products Partners was a new Amplius Wealth Advisors position in Q2 2026.
  • Enterprise Products Partners made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • Amplius Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 2 quarters since.
  • 527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.