PFG Private Wealth Management’s Enterprise Products Partners EPD Stock Holding History

PFG Private Wealth Management’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
2025 Q2	–	Sell	-300	Closed	-$10.2K	–	117
2025 Q1	$10.2K	Hold	300	–	–	0.01%	150
2024 Q4	$9.41K	Hold	300	–	–	0.01%	135
2024 Q3	$8.73K	Hold	300	–	–	0.01%	144
2024 Q2	$8.69K	Hold	300	–	–	0.01%	142
2024 Q1	$8.75K	Hold	300	–	–	0.01%	139
2023 Q4	$7.91K	Hold	300	–	–	0.01%	145
2023 Q3	$8.21K	Hold	300	–	–	0.01%	194
2023 Q2	$7.91K	Hold	300	–	–	﹤0.01%	220
2023 Q1	$7.77K	Sell	300 -147	-33%	-$3.78K	﹤0.01%	215
2022 Q4	$11K	Hold	447	–	–	0.01%	184
2022 Q3	$11K	Hold	447	–	–	0.01%	184
2022 Q2	$11K	Hold	447	–	–	0.01%	193
2022 Q1	$12K	Hold	447	–	–	0.01%	196
2021 Q4	$10K	Hold	447	–	–	0.01%	198
2021 Q3	$10K	Buy	+447	New	+$10.2K	0.01%	193

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

PFG Private Wealth Management's EPD Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 300 shares — an estimated $10.2K sold.

PFG Private Wealth Management first reported a position in EPD in Q3 2021 and held it in 15 quarters. The position peaked at $12K in Q1 2022. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

PFG Private Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 300 Enterprise Products Partners shares in Q2 2025, an estimated $10.2K.
PFG Private Wealth Management first reported a position in Enterprise Products Partners in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Enterprise Products Partners position peaked at $12K in Q1 2022.
1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.