CWM
EIPI

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

Compass 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
2025
Q2 		– Sell
-44
Closed -$893 – 433
2025
Q1 		$893 Hold
44
– – ﹤0.01% 422
2024
Q4 		$858 Hold
44
– – ﹤0.01% 386
2024
Q3 		$852 Buy
+44
New +$838 ﹤0.01% 386

Other funds holding EIPI

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

Compass Wealth Management's EIPI Position: Q2 2025 in Review

Compass Wealth Management sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q2 2025, closing a stake of 44 shares — an estimated $893 sold.

Compass Wealth Management first reported a position in EIPI in Q3 2024 and held it in 3 quarters. The position peaked at $893 in Q1 2025. 137 funds tracked by Wall St. Rank hold EIPI as of Q2 2025.

  • Compass Wealth Management reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 44 FT Energy Income Partners Enhanced Income ETF shares in Q2 2025, an estimated $893.
  • Compass Wealth Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q3 2024 and held it in 3 quarters.
  • Compass Wealth Management's FT Energy Income Partners Enhanced Income ETF position peaked at $893 in Q1 2025.
  • 137 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.