PCG Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

PCG Wealth Advisors’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	–	Sell	-5,480	Closed	-$207K	–	183
2026 Q1	$207K	Buy	+5,480	New	+$194K	0.05%	161
2025 Q2	–	Sell	-5,880	Closed	-$201K	–	110
2025 Q1	$201K	Buy	+5,880	New	+$196K	0.07%	129
2022 Q4	–	Sell	-10,960	Closed	-$260K	–	118
2022 Q3	$260K	Buy	+10,960	New	+$283K	0.09%	115

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

PCG Wealth Advisors's EPD Position: Q2 2026 in Review

PCG Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 5,480 shares — an estimated $207K sold.

PCG Wealth Advisors first reported a position in EPD in Q3 2022 and held it in 3 quarters. The position peaked at $260K in Q3 2022. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

PCG Wealth Advisors reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
PCG Wealth Advisors sold 5,480 Enterprise Products Partners shares in Q2 2026, an estimated $207K.
PCG Wealth Advisors first reported a position in Enterprise Products Partners in Q3 2022 and held it in 3 quarters.
PCG Wealth Advisors's Enterprise Products Partners position peaked at $260K in Q3 2022.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.