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Bravera Wealth’s Enterprise Products Partners EPD Stock Holding History

Bravera Wealth’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 		$38K Buy
1,035
+900
+667% +$34K 0.01% 196
2026
Q1 		$5.11K Buy
+135
New +$4.78K ﹤0.01% 331

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

Bravera Wealth's EPD Position: Q2 2026 in Review

Bravera Wealth increased its Enterprise Products Partners (EPD) stake by 667% in Q2 2026, buying an estimated $34K and bringing the position to 1,035 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #196.

Bravera Wealth first reported a position in EPD in Q1 2026 and has held it in 2 quarters since. 579 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Bravera Wealth held 1,035 shares of Enterprise Products Partners worth $38K as of Q2 2026.
  • Bravera Wealth bought 900 Enterprise Products Partners shares in Q2 2026, an estimated $34K.
  • Enterprise Products Partners made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #196 holding.
  • Bravera Wealth first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 2 quarters since.
  • 579 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.