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

Capital Advisors 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
2026 Q1	$334K	Buy	14,845 +252	+2%	+$5.41K	0.04%	163
2025 Q4	$290K	Buy	14,593 +271	+2%	+$5.37K	0.04%	173
2025 Q3	$284K	Buy	14,322 +267	+2%	+$5.27K	0.04%	175
2025 Q2	$277K	Buy	14,055 +269	+2%	+$5.21K	0.04%	159
2025 Q1	$280K	Buy	13,786 +254	+2%	+$5.09K	0.05%	146
2024 Q4	$264K	Buy	13,532 +405	+3%	+$8.02K	0.05%	147
2024 Q3	$254K	Buy	13,127 +252	+2%	+$4.8K	0.05%	142
2024 Q2	$239K	Buy	+12,875	New	+$239K	0.05%	137

Other funds holding EIPI

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 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

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

WANY

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

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

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Capital Advisors Wealth Management's EIPI Position: Q1 2026 in Review

Capital Advisors Wealth Management increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 1.7% in Q1 2026, buying an estimated $5.41K and bringing the position to 14,845 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #163.

Capital Advisors Wealth Management first reported a position in EIPI in Q2 2024 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

Capital Advisors Wealth Management held 14,845 shares of FT Energy Income Partners Enhanced Income ETF worth $334K as of Q1 2026.
Capital Advisors Wealth Management bought 252 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $5.41K.
FT Energy Income Partners Enhanced Income ETF made up 0.04% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #163 holding.
Capital Advisors Wealth Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 8 quarters since.
151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.