BW
EIPI

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

Bison Wealth’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
2024
Q4 		$222K Sell
11,386
-8,336
-42% -$165K 0.05% 284
2024
Q3 		$382K Buy
+19,722
New +$376K 0.06% 283

Other funds holding EIPI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bison Wealth's EIPI Position: Q4 2024 in Review

Bison Wealth reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 42% in Q4 2024, selling an estimated $165K and leaving 11,386 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #284.

Bison Wealth first reported a position in EIPI in Q3 2024 and has held it in 2 quarters since. The position peaked at $382K in Q3 2024. 137 funds tracked by Wall St. Rank hold EIPI as of Q4 2024.

  • Bison Wealth held 11,386 shares of FT Energy Income Partners Enhanced Income ETF worth $222K as of Q4 2024.
  • Bison Wealth sold 8,336 FT Energy Income Partners Enhanced Income ETF shares in Q4 2024, an estimated $165K.
  • FT Energy Income Partners Enhanced Income ETF made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #284 holding.
  • Bison Wealth first reported a position in FT Energy Income Partners Enhanced Income ETF in Q3 2024 and has held it in 2 quarters since.
  • Bison Wealth's FT Energy Income Partners Enhanced Income ETF position peaked at $382K in Q3 2024.
  • 137 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.