Avantax Advisory Services’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.26M	Buy	114,504 +7,663	+7%	+$148K	0.01%	742
2025 Q1	$2.17M	Buy	106,841 +6,370	+6%	+$128K	0.01%	699
2024 Q4	$1.96M	Buy	100,471 +2,524	+3%	+$50K	0.01%	716
2024 Q3	$1.9M	Buy	97,947 +4,148	+4%	+$79K	0.01%	725
2024 Q2	$1.74M	Buy	+93,799	New	+$1.74M	0.01%	714

Other funds holding EIPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Avantax Advisory Services's EIPI Position: Q2 2025 in Review

Avantax Advisory Services increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 7.2% in Q2 2025, buying an estimated $148K and bringing the position to 114,504 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #742.

Avantax Advisory Services first reported a position in EIPI in Q2 2024 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold EIPI as of Q2 2025.

Avantax Advisory Services held 114,504 shares of FT Energy Income Partners Enhanced Income ETF worth $2.26M as of Q2 2025.
Avantax Advisory Services bought 7,663 FT Energy Income Partners Enhanced Income ETF shares in Q2 2025, an estimated $148K.
FT Energy Income Partners Enhanced Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #742 holding.
Avantax Advisory Services first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 5 quarters since.
137 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.