Evoke Wealth’s Enterprise Products Partners EPD Stock Holding History

Evoke 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	–	Sell	-9,908	Closed	-$375K	–	198
2026 Q1	$375K	Sell	9,908 -1,866	-16%	-$66K	0.01%	476
2025 Q4	$377K	Sell	11,774 -1,342	-10%	-$42.4K	0.01%	456
2025 Q3	$410K	Buy	13,116 +4,430	+51%	+$140K	0.01%	413
2025 Q2	$269K	Hold	8,686	–	–	0.01%	485
2025 Q1	$297K	Buy	8,686 +1,490	+21%	+$49.6K	0.01%	356
2024 Q4	$226K	Buy	+7,196	New	+$221K	0.01%	395
2022 Q4	–	Sell	-2,000	Closed	-$48K	–	615
2022 Q3	$48K	Hold	2,000	–	–	﹤0.01%	520
2022 Q2	$49K	Hold	2,000	–	–	﹤0.01%	518
2022 Q1	$52K	Hold	2,000	–	–	﹤0.01%	515
2021 Q4	$44K	Hold	2,000	–	–	﹤0.01%	548
2021 Q3	$43K	Hold	2,000	–	–	﹤0.01%	528
2021 Q2	$48K	Hold	2,000	–	–	﹤0.01%	533
2021 Q1	$44K	Hold	2,000	–	–	﹤0.01%	468
2020 Q4	$39K	Hold	2,000	–	–	﹤0.01%	401
2020 Q3	$32K	Sell	2,000 -3,000	-60%	-$52.6K	﹤0.01%	414
2020 Q2	$91K	Buy	5,000 +1,555	+45%	+$27.8K	0.01%	286
2020 Q1	$49.3K	Sell	3,445 -63,802	-95%	-$1.48M	0.01%	344
2019 Q4	$1.89M	Buy	67,247 +21,719	+48%	+$589K	0.24%	41
2019 Q3	$1.3M	Buy	+45,528	New	+$1.33M	0.16%	70

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

Evoke Wealth's EPD Position: Q2 2026 in Review

Evoke Wealth sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 9,908 shares — an estimated $375K sold.

Evoke Wealth first reported a position in EPD in Q3 2019 and held it in 19 quarters. The position peaked at $1.89M in Q4 2019. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Evoke Wealth reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 9,908 Enterprise Products Partners shares in Q2 2026, an estimated $375K.
Evoke Wealth first reported a position in Enterprise Products Partners in Q3 2019 and held it in 19 quarters.
Evoke Wealth's Enterprise Products Partners position peaked at $1.89M in Q4 2019.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.