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Wealth Enhancement Trust Services’s Enterprise Products Partners EPD Stock Holding History

Wealth Enhancement Trust Services’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 		$958K Buy
26,050
+4,654
+22% +$176K 0.11% 154
2026
Q1 		$810K Buy
21,396
+1,390
+7% +$49.2K 0.1% 173
2025
Q4 		$641K Buy
+20,006
New +$633K 0.08% 182

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealth Enhancement Trust Services's EPD Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Enterprise Products Partners (EPD) stake by 22% in Q2 2026, buying an estimated $176K and bringing the position to 26,050 shares worth $958K. The position accounts for 0.11% of the portfolio, ranked #154.

Wealth Enhancement Trust Services first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. 1,292 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Wealth Enhancement Trust Services held 26,050 shares of Enterprise Products Partners worth $958K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 4,654 Enterprise Products Partners shares in Q2 2026, an estimated $176K.
  • Enterprise Products Partners made up 0.11% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #154 holding.
  • Wealth Enhancement Trust Services first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.