Tactive Advisors’s Enterprise Products Partners EPD Stock Holding History

Tactive 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	$897K	Sell	24,407 -996	-4%	-$37.6K	0.22%	96
2026 Q1	$961K	Buy	25,403 +2,357	+10%	+$83.4K	0.27%	84
2025 Q4	$739K	Buy	23,046 +288	+1%	+$9.11K	0.22%	110
2025 Q3	$712K	Sell	22,758 -580	-2%	-$18.3K	0.2%	113
2025 Q2	$724K	Buy	+23,338	New	+$727K	0.23%	97
2024 Q1	$554K	Buy	18,991 +2,098	+12%	+$57.6K	0.29%	63
2023 Q4	$445K	Buy	16,893 +1,298	+8%	+$34.6K	0.29%	50
2023 Q3	$427K	Buy	+15,595	New	+$417K	0.37%	42

Other funds holding EPD

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return