CFD
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Creative Financial Designs’s Enterprise Products Partners EPD Stock Holding History

Creative Financial Designs’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 		$312K Sell
8,477
-626
-7% -$23.6K 0.01% 508
2026
Q1 		$344K Buy
9,103
+64
+0.7% +$2.27K 0.02% 411
2025
Q4 		$290K Sell
9,039
-35,325
-80% -$1.12M 0.02% 406
2025
Q3 		$1.39M Buy
44,364
+1,951
+5% +$61.6K 0.09% 186
2025
Q2 		$1.32M Buy
42,413
+1,020
+2% +$31.8K 0.09% 183
2025
Q1 		$1.41M Buy
41,393
+3,756
+10% +$125K 0.11% 150
2024
Q4 		$1.18M Buy
37,637
+2,931
+8% +$90K 0.1% 179
2024
Q3 		$1.01M Buy
34,706
+32,376
+1,390% +$946K 0.09% 192
2024
Q2 		$67.5K Sell
2,330
-186
-7% -$5.33K 0.01% 669
2024
Q1 		$73.4K Buy
2,516
+138
+6% +$3.79K 0.01% 631
2023
Q4 		$62.7K Sell
2,378
-131
-5% -$3.49K 0.01% 621
2023
Q3 		$68.7K Buy
2,509
+318
+15% +$8.51K 0.01% 557
2023
Q2 		$57.7K Buy
2,191
+317
+17% +$8.29K 0.01% 600
2023
Q1 		$48.5K Buy
1,874
+11
+0.6% +$283 0.01% 606
2022
Q4 		$44.9K Buy
1,863
+600
+48% +$14.8K 0.01% 592
2022
Q3 		$30K Hold
1,263
– – ﹤0.01% 642
2022
Q2 		$31K Hold
1,263
– – 0.01% 640
2022
Q1 		$33K Hold
1,263
– – 0.01% 644
2021
Q4 		$28K Sell
1,263
-172
-12% -$3.86K ﹤0.01% 690
2021
Q3 		$31K Sell
1,435
-190
-12% -$4.32K 0.01% 738
2021
Q2 		$39K Hold
1,625
– – 0.01% 672
2021
Q1 		$36K Hold
1,625
– – 0.01% 636
2020
Q4 		$32K Hold
1,625
– – 0.01% 607
2020
Q3 		$26K Sell
1,625
-280
-15% -$4.91K 0.01% 604
2020
Q2 		$35K Buy
+1,905
New +$34.1K 0.01% 481
2017
Q1 		– Sell
-300
Closed -$8K – 749
2016
Q4 		$8K Buy
+300
New +$7.82K 0.01% 417

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Creative Financial Designs's EPD Position: Q2 2026 in Review

Creative Financial Designs reduced its Enterprise Products Partners (EPD) stake by 6.9% in Q2 2026, selling an estimated $23.6K and leaving 8,477 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #508.

Creative Financial Designs first reported a position in EPD in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.41M in Q1 2025. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Creative Financial Designs held 8,477 shares of Enterprise Products Partners worth $312K as of Q2 2026.
  • Creative Financial Designs sold 626 Enterprise Products Partners shares in Q2 2026, an estimated $23.6K.
  • Enterprise Products Partners made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #508 holding.
  • Creative Financial Designs first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 26 quarters since.
  • Creative Financial Designs's Enterprise Products Partners position peaked at $1.41M in Q1 2025.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.