IAG Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

IAG Wealth Partners’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	$34.2K	Hold	904	–	–	﹤0.01%	247
2025 Q4	$29K	Hold	904	–	–	﹤0.01%	259
2025 Q3	$28.3K	Hold	904	–	–	﹤0.01%	270
2025 Q2	$28K	Hold	904	–	–	﹤0.01%	251
2025 Q1	$30.9K	Hold	904	–	–	﹤0.01%	232
2024 Q4	$28.3K	Hold	904	–	–	0.01%	248
2024 Q3	$26.3K	Hold	904	–	–	﹤0.01%	249
2024 Q2	$26.2K	Sell	904 -1,000	-53%	-$28.7K	0.01%	244
2024 Q1	$55.6K	Buy	1,904 +1,000	+111%	+$27.5K	0.01%	158
2023 Q4	$23.8K	Hold	904	–	–	0.01%	218
2023 Q3	$24.7K	Hold	904	–	–	0.01%	209
2023 Q2	$23.8K	Hold	904	–	–	0.01%	217
2023 Q1	$23.4K	Hold	904	–	–	0.01%	209
2022 Q4	$21.8K	Hold	904	–	–	0.01%	206
2022 Q3	$21K	Sell	904 -37	-4%	-$955	0.01%	197
2022 Q2	$23K	Buy	941 +37	+4%	+$973	0.01%	188
2022 Q1	$23K	Hold	904	–	–	0.01%	207
2021 Q4	$20K	Hold	904	–	–	0.01%	224
2021 Q3	$20K	Hold	904	–	–	0.01%	199
2021 Q2	$22K	Sell	904 -805	-47%	-$19.1K	0.01%	184
2021 Q1	$38K	Buy	+1,709	New	+$37.6K	0.01%	133
2020 Q1	–	Sell	-375	Closed	-$11K	–	430
2019 Q4	$11K	Buy	+375	New	+$10.2K	0.01%	242

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

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

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

IAG Wealth Partners's EPD Position: Q1 2026 in Review

IAG Wealth Partners held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 904 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

IAG Wealth Partners first reported a position in EPD in Q4 2019 and has held it in 22 quarters since. The position peaked at $55.6K in Q1 2024. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

IAG Wealth Partners held 904 shares of Enterprise Products Partners worth $34.2K as of Q1 2026.
IAG Wealth Partners left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #247 holding.
IAG Wealth Partners first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 22 quarters since.
IAG Wealth Partners's Enterprise Products Partners position peaked at $55.6K in Q1 2024.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.