Investment Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Investment Advisory Services’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	$343K	Hold	9,324	–	–	0.1%	98
2026 Q1	$353K	Hold	9,324	–	–	0.11%	88
2025 Q4	$299K	Hold	9,324	–	–	0.09%	93
2025 Q3	$292K	Hold	9,324	–	–	0.09%	97
2025 Q2	$289K	Sell	9,324 -1,900	-17%	-$59.2K	0.1%	96
2025 Q1	$383K	Buy	+11,224	New	+$374K	0.14%	82
2020 Q1	–	Sell	-26,389	Closed	-$743K	–	70
2019 Q4	$743K	Buy	+26,389	New	+$715K	0.67%	43

Other funds holding EPD

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment Advisory Services's EPD Position: Q2 2026 in Review

Investment Advisory Services held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 9,324 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #98.

Investment Advisory Services first reported a position in EPD in Q4 2019 and has held it in 7 quarters since. The position peaked at $743K in Q4 2019. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Investment Advisory Services held 9,324 shares of Enterprise Products Partners worth $343K as of Q2 2026.
Investment Advisory Services left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.1% of Investment Advisory Services's portfolio in Q2 2026, its #98 holding.
Investment Advisory Services first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 7 quarters since.
Investment Advisory Services's Enterprise Products Partners position peaked at $743K in Q4 2019.
527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.