IAA
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Independent Advisor Alliance’s Enterprise Products Partners EPD Stock Holding History

Independent Advisor Alliance’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 		$6.53M Sell
172,578
-16,080
-9% -$569K 0.07% 257
2025
Q4 		$6.05M Buy
188,658
+55,729
+42% +$1.76M 0.15% 112
2025
Q3 		$4.16M Sell
132,929
-1,458
-1% -$46K 0.11% 166
2025
Q2 		$4.17M Sell
134,387
-1,479
-1% -$46.1K 0.12% 142
2025
Q1 		$4.64M Sell
135,866
-2,298
-2% -$76.5K 0.15% 114
2024
Q4 		$4.33M Buy
138,164
+7,224
+6% +$222K 0.06% 300
2024
Q3 		$3.81M Buy
130,940
+9,855
+8% +$288K 0.14% 130
2024
Q2 		$3.51M Sell
121,085
-747
-0.6% -$21.4K 0.12% 147
2024
Q1 		$3.56M Buy
121,832
+6,864
+6% +$188K 0.13% 141
2023
Q4 		$3.03M Sell
114,968
-2,307
-2% -$61.5K 0.11% 157
2023
Q3 		$3.21M Buy
117,275
+21,058
+22% +$563K 0.15% 133
2023
Q2 		$2.54M Sell
96,217
-237
-0.2% -$6.2K 0.11% 166
2023
Q1 		$2.5M Buy
96,454
+613
+0.6% +$15.7K 0.12% 154
2022
Q4 		$2.31K Buy
95,841
+12,029
+14% +$296K ﹤0.01% 242
2022
Q3 		$1.99M Buy
83,812
+6,640
+9% +$171K 0.12% 167
2022
Q2 		$1.88M Buy
77,172
+991
+1% +$26.1K 0.11% 174
2022
Q1 		$1.97M Buy
76,181
+3,148
+4% +$76.4K 0.09% 188
2021
Q4 		$1.6M Buy
73,033
+7,163
+11% +$161K 0.08% 193
2021
Q3 		$1.43M Buy
65,870
+1,720
+3% +$39.1K 0.08% 206
2021
Q2 		$1.55M Buy
64,150
+469
+0.7% +$11.1K 0.08% 194
2021
Q1 		$1.4M Sell
63,681
-3,425
-5% -$75.3K 0.08% 194
2020
Q4 		$1.31M Sell
67,106
-2,592
-4% -$48.3K 0.09% 174
2020
Q3 		$1.1M Sell
69,698
-4,160
-6% -$72.9K 0.08% 168
2020
Q2 		$1.34M Buy
73,858
+703
+1% +$12.6K 0.14% 124
2020
Q1 		$1.05M Buy
73,155
+15,193
+26% +$353K 0.15% 118
2019
Q4 		$1.63M Sell
57,962
-5,023
-8% -$136K 0.07% 269
2019
Q3 		$1.8M Buy
62,985
+7,129
+13% +$208K 0.22% 101
2019
Q2 		$1.61M Sell
55,856
-7,951
-12% -$229K 0.23% 91
2019
Q1 		$1.86M Buy
63,807
+15,490
+32% +$433K 0.26% 88
2018
Q4 		$1.19M Buy
48,317
+997
+2% +$26.7K 0.21% 104
2018
Q3 		$1.26M Sell
47,320
-204
-0.4% -$5.89K 0.23% 101
2018
Q2 		$1.21M Buy
47,524
+2,771
+6% +$75.8K 0.25% 96
2018
Q1 		$1.1M Buy
44,753
+3,016
+7% +$80.3K 0.24% 100
2017
Q4 		$1.16M Buy
41,737
+13,647
+49% +$346K 0.26% 94
2017
Q3 		$742K Buy
28,090
+4,499
+19% +$119K 0.2% 120
2017
Q2 		$641K Sell
23,591
-1,473
-6% -$39.9K 0.2% 116
2017
Q1 		$689K Buy
25,064
+7,874
+46% +$220K 0.11% 203
2016
Q4 		$479K Buy
+17,190
New +$448K 0.21% 112

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Independent Advisor Alliance's EPD Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Enterprise Products Partners (EPD) stake by 8.5% in Q1 2026, selling an estimated $569K and leaving 172,578 shares worth $6.53M. The position accounts for 0.07% of the portfolio, ranked #257.

Independent Advisor Alliance first reported a position in EPD in Q4 2016 and has held it in 38 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Independent Advisor Alliance held 172,578 shares of Enterprise Products Partners worth $6.53M as of Q1 2026.
  • Independent Advisor Alliance sold 16,080 Enterprise Products Partners shares in Q1 2026, an estimated $569K.
  • Enterprise Products Partners made up 0.07% of Independent Advisor Alliance's portfolio in Q1 2026, its #257 holding.
  • Independent Advisor Alliance first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 38 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.