AE Wealth Management’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

AE Wealth Management’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	$4.69K	Buy	215 +4	+2%	+$89	﹤0.01%	2480
2026 Q1	$4.75K	Buy	211 +4	+2%	+$86	﹤0.01%	2382
2025 Q4	$4.12K	Sell	207 -3,883	-95%	-$77K	﹤0.01%	2261
2025 Q3	$81.1K	Sell	4,090 -49	-1%	-$967	﹤0.01%	1624
2025 Q2	$81.6K	Buy	4,139 +4	+0.1%	+$77	﹤0.01%	1529
2025 Q1	$83.9K	Buy	4,135 +5	+0.1%	+$100	﹤0.01%	1485
2024 Q4	$80.5K	Buy	+4,130	New	+$81.8K	﹤0.01%	1476

Other funds holding EIPI

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

AE Wealth Management's EIPI Position: Q2 2026 in Review

AE Wealth Management increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 1.9% in Q2 2026, buying an estimated $89 and bringing the position to 215 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

AE Wealth Management first reported a position in EIPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $83.9K in Q1 2025. 165 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

AE Wealth Management held 215 shares of FT Energy Income Partners Enhanced Income ETF worth $4.69K as of Q2 2026.
AE Wealth Management bought 4 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $89.
FT Energy Income Partners Enhanced Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2480 holding.
AE Wealth Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's FT Energy Income Partners Enhanced Income ETF position peaked at $83.9K in Q1 2025.
165 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.