CreativeOne Wealth, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1739728
OVERLAND PARK, KS
Position in EPD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,112,760
-$81,378 QoQ
Shares Held
29,407
-21.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026CreativeOne Wealth, LLC holds $16,954,608 across 9 Oil & Gas Midstream names. EPD ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
126,964 | $4,257,102 | |
| 2 | WMB |
Williams Companies, Inc.
|
56,149 | $4,086,524 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
8,064 | $2,288,240 | |
| 4 | OKE |
Oneok Inc /New/
|
19,240 | $1,739,102 | |
| 5 | TRGP |
Targa Resources Corp.
|
6,524 | $1,635,762 | |
| 6 | EPD |
Enterprise Products Partners L.P.
This page
|
29,407 | $1,112,760 | |
| 7 | ET |
Energy Transfer LP
|
45,021 | $868,904 | |
| 8 | ENB |
Enbridge Inc
|
11,798 | $638,742 |
All Filings in EPD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,112,760 | 29,407 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,194,138 | 37,247 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,205,708 | 38,558 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,141,446 | 36,809 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,607,311 | 47,080 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,248,096 | 39,799 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $483,837 | 16,621 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $476,431 | 16,440 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $454,770 | 15,585 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $425,895 | 16,163 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,166,646 | 42,625 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,191,283 | 45,210 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,064,697 | 41,108 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $924,037 | 38,310 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $823,263 | 34,620 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $810,765 | 33,269 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $853,975 | 33,087 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $702,302 | 31,981 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $695,228 | 32,127 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $787,579 | 32,639 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $495,229 | 22,490 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $263,583 | 13,455 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||