CreativeOne Wealth, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1739728
OVERLAND PARK, KS
Position in EPD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,206,940
+$94,180 QoQ
Shares Held
32,833
+11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#577
of 1,591 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CreativeOne Wealth, LLC holds $15,500,394 across 9 Oil & Gas Midstream names. EPD ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
59,242 | $4,404,049 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
136,121 | $4,351,788 | |
| 3 | OKE |
Oneok Inc /New/
|
16,647 | $1,447,290 | |
| 4 | TRGP |
Targa Resources Corp.
|
4,802 | $1,287,607 | |
| 5 | EPD |
Enterprise Products Partners L.P.
This page
|
32,833 | $1,206,940 | |
| 6 | ET |
Energy Transfer LP
|
62,900 | $1,202,647 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
2,652 | $633,854 | |
| 8 | ENB |
Enbridge Inc
|
10,196 | $552,724 |
All Filings in EPD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,206,940 | 32,833 | Shares | Other | 2026-08-13 | |
| 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 | $1,035,080 | 39,282 | Shares | Sole | 2023-08-14 | |
| 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. | ||||||