Aptus Capital Advisors’s Enterprise Products Partners EPD Stock Holding History

Aptus Capital 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	$2.48M	Sell	67,550 -1,186	-2%	-$44.8K	0.02%	473
2026 Q1	$2.6M	Buy	68,736 +49,602	+259%	+$1.76M	0.02%	430
2025 Q4	$613K	Sell	19,134 -11,097	-37%	-$351K	﹤0.01%	685
2025 Q3	$945K	Buy	30,231 +438	+1%	+$13.8K	0.01%	563
2025 Q2	$924K	Buy	29,793 +15,842	+114%	+$494K	0.01%	549
2025 Q1	$476K	Sell	13,951 -61,968	-82%	-$2.06M	﹤0.01%	651
2024 Q4	$2.38M	Buy	75,919 +67,687	+822%	+$2.08M	0.02%	370
2024 Q3	$240K	Buy	+8,232	New	+$240K	﹤0.01%	718
2024 Q2	–	Sell	-7,422	Closed	-$217K	–	1189
2024 Q1	$217K	Buy	+7,422	New	+$204K	﹤0.01%	716
2023 Q1	–	Sell	-8,831	Closed	-$213K	–	817
2022 Q4	$213K	Buy	+8,831	New	+$217K	0.01%	466

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Aptus Capital Advisors's EPD Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Enterprise Products Partners (EPD) stake by 1.7% in Q2 2026, selling an estimated $44.8K and leaving 67,550 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #473.

Aptus Capital Advisors first reported a position in EPD in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.6M in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Aptus Capital Advisors held 67,550 shares of Enterprise Products Partners worth $2.48M as of Q2 2026.
Aptus Capital Advisors sold 1,186 Enterprise Products Partners shares in Q2 2026, an estimated $44.8K.
Enterprise Products Partners made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #473 holding.
Aptus Capital Advisors first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 10 quarters since.
Aptus Capital Advisors's Enterprise Products Partners position peaked at $2.6M in Q1 2026.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.