AssetMark Inc
EIPI

AssetMark Inc’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

AssetMark Inc’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 		$27.2K Sell
1,208
-10
-0.8% -$215 ﹤0.01% 1951
2025
Q4 		$24.2K Sell
1,218
-427
-26% -$8.47K ﹤0.01% 1941
2025
Q3 		$32.6K Sell
1,645
-74
-4% -$1.46K ﹤0.01% 1786
2025
Q2 		$33.9K Buy
+1,719
New +$33.3K ﹤0.01% 1671

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

AssetMark Inc's EIPI Position: Q1 2026 in Review

AssetMark Inc reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 0.82% in Q1 2026, selling an estimated $215 and leaving 1,208 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

AssetMark Inc first reported a position in EIPI in Q2 2025 and has held it in 4 quarters since. The position peaked at $33.9K in Q2 2025. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

  • AssetMark Inc held 1,208 shares of FT Energy Income Partners Enhanced Income ETF worth $27.2K as of Q1 2026.
  • AssetMark Inc sold 10 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $215.
  • FT Energy Income Partners Enhanced Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1951 holding.
  • AssetMark Inc first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2025 and has held it in 4 quarters since.
  • AssetMark Inc's FT Energy Income Partners Enhanced Income ETF position peaked at $33.9K in Q2 2025.
  • 151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.