Avantax Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Avantax Advisory Services’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
2025 Q2	$4.93M	Buy	158,879 +9,653	+6%	+$301K	0.03%	452
2025 Q1	$5.09M	Buy	149,226 +2,142	+1%	+$71.3K	0.03%	410
2024 Q4	$4.61M	Buy	147,084 +17,100	+13%	+$525K	0.03%	423
2024 Q3	$3.78M	Sell	129,984 -72,092	-36%	-$2.11M	0.02%	483
2024 Q2	$5.86M	Buy	202,076 +29,201	+17%	+$837K	0.04%	330
2024 Q1	$5.04M	Sell	172,875 -16,706	-9%	-$459K	0.04%	303
2023 Q4	$5M	Buy	189,581 +16,422	+9%	+$438K	0.05%	282
2023 Q3	$4.74M	Sell	173,159 -2,759	-2%	-$73.8K	0.05%	266
2023 Q2	$4.64M	Sell	175,918 -3,871	-2%	-$101K	0.05%	269
2023 Q1	$4.66M	Buy	179,789 +4,432	+3%	+$114K	0.06%	258
2022 Q4	$4.23M	Buy	175,357 +9,110	+5%	+$224K	0.06%	259
2022 Q3	$3.95M	Buy	166,247 +3,290	+2%	+$84.9K	0.06%	241
2022 Q2	$3.97M	Buy	162,957 +15,943	+11%	+$419K	0.06%	241
2022 Q1	$3.8M	Buy	147,014 +22,915	+18%	+$556K	0.05%	254
2021 Q4	$2.73M	Buy	124,099 +23,003	+23%	+$516K	0.04%	301
2021 Q3	$2.18M	Buy	101,096 +16,229	+19%	+$369K	0.04%	320
2021 Q2	$2.04M	Buy	84,867 +8,517	+11%	+$202K	0.04%	320
2021 Q1	$1.68M	Sell	76,350 -15,943	-17%	-$351K	0.04%	322
2020 Q4	$1.81M	Sell	92,293 -97,581	-51%	-$1.82M	0.04%	286
2020 Q3	$3.01M	Buy	189,874 +112,697	+146%	+$1.97M	0.05%	281
2020 Q2	$1.4M	Buy	77,177 +3,682	+5%	+$65.8K	0.04%	283
2020 Q1	$1.06M	Buy	73,495 +542	+0.7%	+$12.6K	0.03%	290
2019 Q4	$2.05M	Buy	72,953 +38,155	+110%	+$1.03M	0.05%	206
2019 Q3	$997K	Buy	34,798 +4,313	+14%	+$126K	0.04%	212
2019 Q2	$880K	Buy	30,485 +1,555	+5%	+$44.8K	0.04%	212
2019 Q1	$842K	Buy	28,930 +3,238	+13%	+$90.4K	0.04%	197
2018 Q4	$630K	Buy	+25,692	New	+$688K	0.11%	189

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Avantax Advisory Services's EPD Position: Q2 2025 in Review

Avantax Advisory Services increased its Enterprise Products Partners (EPD) stake by 6.5% in Q2 2025, buying an estimated $301K and bringing the position to 158,879 shares worth $4.93M. The position accounts for 0.03% of the portfolio, ranked #452.

Avantax Advisory Services first reported a position in EPD in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.86M in Q2 2024. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

Avantax Advisory Services held 158,879 shares of Enterprise Products Partners worth $4.93M as of Q2 2025.
Avantax Advisory Services bought 9,653 Enterprise Products Partners shares in Q2 2025, an estimated $301K.
Enterprise Products Partners made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #452 holding.
Avantax Advisory Services first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Enterprise Products Partners position peaked at $5.86M in Q2 2024.
1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.