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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

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. 1,589 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.
  • 1,589 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.