Creative Planning’s Enterprise Products Partners EPD Stock Holding History

Creative Planning’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 Q1	$36.4M	Buy	962,240 +95,860	+11%	+$3.39M	0.02%	272
2025 Q4	$27.8M	Sell	866,380 -51,580	-6%	-$1.63M	0.02%	300
2025 Q3	$28.7M	Buy	917,960 +67,798	+8%	+$2.14M	0.02%	286
2025 Q2	$26.4M	Buy	850,162 +37,115	+5%	+$1.16M	0.02%	281
2025 Q1	$27.8M	Buy	813,047 +36,262	+5%	+$1.21M	0.03%	254
2024 Q4	$24.4M	Sell	776,785 -2,720	-0.3%	-$83.6K	0.02%	260
2024 Q3	$22.7M	Sell	779,505 -43,842	-5%	-$1.28M	0.02%	254
2024 Q2	$23.9M	Buy	823,347 +98,827	+14%	+$2.83M	0.03%	236
2024 Q1	$21.1M	Buy	724,520 +31,982	+5%	+$878K	0.02%	252
2023 Q4	$18.2M	Buy	692,538 +11,911	+2%	+$317K	0.03%	252
2023 Q3	$18.6M	Sell	680,627 -19,153	-3%	-$512K	0.02%	251
2023 Q2	$18.4M	Sell	699,780 -55,753	-7%	-$1.46M	0.02%	238
2023 Q1	$19.6M	Sell	755,533 -1,711	-0.2%	-$44K	0.03%	220
2022 Q4	$18.3M	Buy	757,244 +68,900	+10%	+$1.7M	0.03%	229
2022 Q3	$16.4M	Sell	688,344 -29,170	-4%	-$753K	0.03%	214
2022 Q2	$17.5M	Buy	717,514 +31,354	+5%	+$825K	0.03%	214
2022 Q1	$17.7M	Sell	686,160 -3,033	-0.4%	-$73.6K	0.03%	222
2021 Q4	$15.1M	Sell	689,193 -61,894	-8%	-$1.39M	0.02%	222
2021 Q3	$16.3M	Buy	751,087 +12,471	+2%	+$283K	0.03%	200
2021 Q2	$17.8M	Sell	738,616 -419,680	-36%	-$9.93M	0.03%	187
2021 Q1	$25.5M	Sell	1,158,296 -29,338	-2%	-$645K	0.05%	142
2020 Q4	$23.3M	Buy	1,187,634 +93,331	+9%	+$1.74M	0.05%	150
2020 Q3	$17.3M	Buy	1,094,303 +12,677	+1%	+$222K	0.05%	149
2020 Q2	$19.7M	Sell	1,081,626 -419,579	-28%	-$7.5M	0.06%	122
2020 Q1	$21.5M	Sell	1,501,205 -2,197,585	-59%	-$51M	0.08%	104
2019 Q4	$104M	Sell	3,698,790 -236,111	-6%	-$6.4M	0.31%	35
2019 Q3	$112M	Sell	3,934,901 -326,947	-8%	-$9.52M	0.37%	32
2019 Q2	$123M	Sell	4,261,848 -173,669	-4%	-$5M	0.41%	31
2019 Q1	$129M	Sell	4,435,517 -93,352	-2%	-$2.61M	0.47%	29
2018 Q4	$111M	Sell	4,528,869 -169,908	-4%	-$4.55M	0.46%	28
2018 Q3	$135M	Sell	4,698,777 -30,727	-0.6%	-$888K	0.5%	30
2018 Q2	$131M	Sell	4,729,504 -540,162	-10%	-$14.8M	0.51%	29
2018 Q1	$129M	Sell	5,269,666 -1,256,711	-19%	-$33.5M	0.53%	28
2017 Q4	$173M	Buy	6,526,377 +96,505	+2%	+$2.44M	0.75%	22
2017 Q3	$168M	Buy	6,429,872 +459,462	+8%	+$12.1M	0.78%	23
2017 Q2	$162M	Buy	5,970,410 +181,492	+3%	+$4.92M	0.82%	22
2017 Q1	$160M	Buy	5,788,918 +367,357	+7%	+$10.3M	0.87%	22
2016 Q4	$147M	Sell	5,421,561 -41,062	-0.8%	-$1.07M	0.89%	22
2016 Q3	$151M	Buy	5,462,623 +185,207	+4%	+$5.12M	0.96%	22
2016 Q2	$154M	Sell	5,277,416 -7,573	-0.1%	-$203K	1.12%	22
2016 Q1	$130M	Buy	5,284,989 +223,383	+4%	+$5.2M	1.01%	23
2015 Q4	$129M	Sell	5,061,606 -125,766	-2%	-$3.27M	1.07%	22
2015 Q3	$129M	Buy	5,187,372 +2,004,001	+63%	+$55.6M	1.14%	22
2015 Q2	$95.2M	Buy	3,183,371 +257,747	+9%	+$8.44M	0.86%	25
2015 Q1	$96.3M	Buy	2,925,624 +325,720	+13%	+$10.9M	0.91%	22
2014 Q4	$93.9M	Buy	2,599,904 +107,117	+4%	+$3.96M	0.98%	22
2014 Q3	$100M	Buy	2,492,787 +269,701	+12%	+$10.6M	1.17%	18
2014 Q2	$87M	Buy	2,223,086 +220,190	+11%	+$8.12M	1.13%	17
2014 Q1	$69.5M	Buy	2,002,896 +408,872	+26%	+$13.6M	1.05%	19
2013 Q4	$52.8M	Buy	1,594,024 +233,730	+17%	+$7.28M	0.9%	19
2013 Q3	$41.5M	Buy	1,360,294 +125,396	+10%	+$3.83M	0.82%	20
2013 Q2	$38.4M	Buy	+1,234,898	New	+$37.4M	0.89%	19