Chevy Chase Trust’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Chevy Chase Trust’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 Q2	$1.06M	Buy	+48,449	New	+$1.08M	﹤0.01%	582

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 $1.62B AUM 36.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Chevy Chase Trust's EIPI Position: Q2 2026 in Review

Chevy Chase Trust opened a new position in FT Energy Income Partners Enhanced Income ETF (EIPI) in Q2 2026: 48,449 shares worth $1.06M. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings.

166 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

Chevy Chase Trust held 48,449 shares of FT Energy Income Partners Enhanced Income ETF worth $1.06M as of Q2 2026.
FT Energy Income Partners Enhanced Income ETF was a new Chevy Chase Trust position in Q2 2026.
FT Energy Income Partners Enhanced Income ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #582 holding.
166 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.