CIA
EIPI

Concurrent Investment Advisors’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Concurrent Investment Advisors’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 		$508K Buy
23,255
+727
+3% +$16.2K ﹤0.01% 1389
2026
Q1 		$507K Buy
22,528
+5,518
+32% +$119K 0.01% 1209
2025
Q4 		$338K Buy
17,010
+1,238
+8% +$24.6K ﹤0.01% 1326
2025
Q3 		$313K Sell
15,772
-2,411
-13% -$47.6K 0.01% 1131
2025
Q2 		$359K Buy
+18,183
New +$352K 0.01% 982

Other funds holding EIPI

AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Concurrent Investment Advisors's EIPI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 3.2% in Q2 2026, buying an estimated $16.2K and bringing the position to 23,255 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Concurrent Investment Advisors first reported a position in EIPI in Q2 2025 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

  • Concurrent Investment Advisors held 23,255 shares of FT Energy Income Partners Enhanced Income ETF worth $508K as of Q2 2026.
  • Concurrent Investment Advisors bought 727 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $16.2K.
  • FT Energy Income Partners Enhanced Income ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1389 holding.
  • Concurrent Investment Advisors first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 71 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.