APFP
EIPI

Action Point Financial Planning’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Action Point Financial Planning’s Portfolio EIPI Stock Details EIPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.9K Buy
+869
New +$19.3K ﹤0.01% 1151

Other funds holding EIPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Action Point Financial Planning's EIPI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Energy Income Partners Enhanced Income ETF (EIPI) in Q2 2026: 869 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #1151 among its holdings.

166 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

  • Action Point Financial Planning held 869 shares of FT Energy Income Partners Enhanced Income ETF worth $18.9K as of Q2 2026.
  • FT Energy Income Partners Enhanced Income ETF was a new Action Point Financial Planning position in Q2 2026.
  • FT Energy Income Partners Enhanced Income ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1151 holding.
  • 166 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.