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

Carolinas Wealth Consulting’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	–	Sell	-3,552	Closed	-$72.1K	–	1001
2025 Q1	$72.1K	Hold	3,552	–	–	0.02%	294
2024 Q4	$69.2K	Hold	3,552	–	–	0.01%	307
2024 Q3	$68.7K	Hold	3,552	–	–	0.01%	318
2024 Q2	$66K	Buy	+3,552	New	+$65.9K	0.01%	329

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

Carolinas Wealth Consulting's EIPI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q2 2025, closing a stake of 3,552 shares — an estimated $72.1K sold.

Carolinas Wealth Consulting first reported a position in EIPI in Q2 2024 and held it in 4 quarters. The position peaked at $72.1K in Q1 2025. 137 funds tracked by Wall St. Rank hold EIPI as of Q2 2025.

Carolinas Wealth Consulting reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 3,552 FT Energy Income Partners Enhanced Income ETF shares in Q2 2025, an estimated $72.1K.
Carolinas Wealth Consulting first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and held it in 4 quarters.
Carolinas Wealth Consulting's FT Energy Income Partners Enhanced Income ETF position peaked at $72.1K in Q1 2025.
137 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.