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 Q3	$25.6K	Buy	1,203 +144	+14%	+$3.22K	﹤0.01%	2147
2026 Q2	$23.1K	Sell	1,059 -149	-12%	-$3.31K	﹤0.01%	2121
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

AssetMark Inc's EIPI Position: Q3 2026 in Review

AssetMark Inc increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 14% in Q3 2026, buying an estimated $3.22K and bringing the position to 1,203 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

AssetMark Inc first reported a position in EIPI in Q2 2025 and has held it in 6 quarters since. The position peaked at $33.9K in Q2 2025. 86 funds tracked by Wall St. Rank hold EIPI as of Q3 2026.

AssetMark Inc held 1,203 shares of FT Energy Income Partners Enhanced Income ETF worth $25.6K as of Q3 2026.
AssetMark Inc bought 144 FT Energy Income Partners Enhanced Income ETF shares in Q3 2026, an estimated $3.22K.
FT Energy Income Partners Enhanced Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2147 holding.
AssetMark Inc first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2025 and has held it in 6 quarters since.
AssetMark Inc's FT Energy Income Partners Enhanced Income ETF position peaked at $33.9K in Q2 2025.
86 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.