AF
EIPI

Allworth Financial’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Allworth Financial’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
Q1 		$68K Sell
3,024
-5
-0.2% -$107 ﹤0.01% 2101
2025
Q4 		$60.2K Buy
3,029
+384
+15% +$7.62K ﹤0.01% 2075
2025
Q3 		$52.4K Buy
2,645
+113
+4% +$2.23K ﹤0.01% 2069
2025
Q2 		$49.9K Buy
2,532
+1,112
+78% +$21.5K ﹤0.01% 1943
2025
Q1 		$27.4K Buy
1,420
+13
+0.9% +$261 ﹤0.01% 1886
2024
Q4 		$28.7K Buy
1,407
+56
+4% +$1.11K ﹤0.01% 1881
2024
Q3 		$26.1K Buy
1,351
+20
+2% +$381 ﹤0.01% 1742
2024
Q2 		$25.5K Buy
+1,331
New +$24.7K ﹤0.01% 1727

Other funds holding EIPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Allworth Financial's EIPI Position: Q1 2026 in Review

Allworth Financial reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 0.17% in Q1 2026, selling an estimated $107 and leaving 3,024 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Allworth Financial first reported a position in EIPI in Q2 2024 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

  • Allworth Financial held 3,024 shares of FT Energy Income Partners Enhanced Income ETF worth $68K as of Q1 2026.
  • Allworth Financial sold 5 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $107.
  • FT Energy Income Partners Enhanced Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2101 holding.
  • Allworth Financial first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.