CSC
EIPI

Caldwell Sutter Capital’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Caldwell Sutter Capital’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
Q3 		– Sell
-984
Closed -$18.3K – 929
2024
Q2 		$18.3K Buy
+984
New +$18.3K 0.01% 491

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Caldwell Sutter Capital's EIPI Position: Q3 2024 in Review

Caldwell Sutter Capital sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q3 2024, closing a stake of 984 shares — an estimated $18.3K sold.

Caldwell Sutter Capital first reported a position in EIPI in Q2 2024 and held it in 1 quarter. The position peaked at $18.3K in Q2 2024. 130 funds tracked by Wall St. Rank hold EIPI as of Q3 2024.

  • Caldwell Sutter Capital reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q3 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 984 FT Energy Income Partners Enhanced Income ETF shares in Q3 2024, an estimated $18.3K.
  • Caldwell Sutter Capital first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and held it in 1 quarter.
  • Caldwell Sutter Capital's FT Energy Income Partners Enhanced Income ETF position peaked at $18.3K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q3 2024.

Based on Caldwell Sutter Capital's 13F filing for Q3 2024, filed 25 Oct 2024.