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Invictus Private Wealth’s Enterprise Products Partners EPD Stock Holding History

Invictus Private 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 		$331K Sell
9,000
-300
-3% -$11.3K 0.02% 73
2026
Q1 		$352K Buy
+9,300
New +$329K 0.02% 64
2025
Q3 		– Sell
-6,974
Closed -$216K – 82
2025
Q2 		$216K Buy
+6,974
New +$217K 0.01% 81

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Invictus Private Wealth's EPD Position: Q2 2026 in Review

Invictus Private Wealth reduced its Enterprise Products Partners (EPD) stake by 3.2% in Q2 2026, selling an estimated $11.3K and leaving 9,000 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #73.

Invictus Private Wealth first reported a position in EPD in Q2 2025 and has held it in 3 quarters since. The position peaked at $352K in Q1 2026. 767 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Invictus Private Wealth held 9,000 shares of Enterprise Products Partners worth $331K as of Q2 2026.
  • Invictus Private Wealth sold 300 Enterprise Products Partners shares in Q2 2026, an estimated $11.3K.
  • Enterprise Products Partners made up 0.02% of Invictus Private Wealth's portfolio in Q2 2026, its #73 holding.
  • Invictus Private Wealth first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 3 quarters since.
  • Invictus Private Wealth's Enterprise Products Partners position peaked at $352K in Q1 2026.
  • 767 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.