Carson Wealth (CWM LLC)’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Carson Wealth (CWM LLC)’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	$67.3K	Hold	2,992	–	–	﹤0.01%	3583
2025 Q4	$59K	Hold	2,992	–	–	﹤0.01%	3484
2025 Q3	$59K	Buy	2,992 +1,276	+74%	+$25.2K	﹤0.01%	3399
2025 Q2	$34K	Hold	1,716	–	–	﹤0.01%	3568
2025 Q1	$35K	Hold	1,716	–	–	﹤0.01%	3274
2024 Q4	$33K	Hold	1,716	–	–	﹤0.01%	3114
2024 Q3	$33K	Buy	+1,716	New	+$32.7K	﹤0.01%	3041

Other funds holding EIPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s EIPI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its FT Energy Income Partners Enhanced Income ETF (EIPI) position steady in Q1 2026 at 2,992 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3583.

Carson Wealth (CWM LLC) first reported a position in EIPI in Q3 2024 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

Carson Wealth (CWM LLC) held 2,992 shares of FT Energy Income Partners Enhanced Income ETF worth $67.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its FT Energy Income Partners Enhanced Income ETF share count unchanged in Q1 2026.
FT Energy Income Partners Enhanced Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3583 holding.
Carson Wealth (CWM LLC) first reported a position in FT Energy Income Partners Enhanced Income ETF in Q3 2024 and has held it in 7 quarters since.
151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.