AWM
EIPI

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

Axxcess 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
2025
Q1 		– Sell
-46,589
Closed -$908K – 948
2024
Q4 		$908K Sell
46,589
-14,841
-24% -$294K 0.02% 419
2024
Q3 		$1.19M Hold
61,430
– – 0.03% 357
2024
Q2 		$1.14M Buy
+61,430
New +$1.14M 0.03% 347

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UBS Group
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Royal Bank of Canada
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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
AAM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Axxcess Wealth Management's EIPI Position: Q1 2025 in Review

Axxcess Wealth Management sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q1 2025, closing a stake of 46,589 shares — an estimated $908K sold.

Axxcess Wealth Management first reported a position in EIPI in Q2 2024 and held it in 3 quarters. The position peaked at $1.19M in Q3 2024. 131 funds tracked by Wall St. Rank hold EIPI as of Q1 2025.

  • Axxcess Wealth Management reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 46,589 FT Energy Income Partners Enhanced Income ETF shares in Q1 2025, an estimated $908K.
  • Axxcess Wealth Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and held it in 3 quarters.
  • Axxcess Wealth Management's FT Energy Income Partners Enhanced Income ETF position peaked at $1.19M in Q3 2024.
  • 131 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.