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Sarver Vrooman Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Sarver Vrooman 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 		$11K Hold
300
– – 0.01% 114
2026
Q1 		$11.4K Buy
+300
New +$10.6K 0.01% 113

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CCM
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PDM
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NCM
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TC
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AOI
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's EPD Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 300 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #114.

Sarver Vrooman Wealth Advisors first reported a position in EPD in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.4K in Q1 2026. 383 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 300 shares of Enterprise Products Partners worth $11K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 2 quarters since.
  • Sarver Vrooman Wealth Advisors's Enterprise Products Partners position peaked at $11.4K in Q1 2026.
  • 383 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.