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

CreativeOne Wealth’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	$393K	Sell	17,490 -1,301	-7%	-$27.9K	0.01%	882
2025 Q4	$373K	Sell	18,791 -5,108	-21%	-$101K	0.01%	877
2025 Q3	$474K	Sell	23,899 -3,042	-11%	-$60K	0.01%	785
2025 Q2	$531K	Sell	26,941 -4,829	-15%	-$93.4K	0.01%	716
2025 Q1	$645K	Buy	31,770 +8,743	+38%	+$175K	0.02%	610
2024 Q4	$449K	Buy	+23,027	New	+$456K	0.01%	728

Other funds holding EIPI

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CreativeOne Wealth's EIPI Position: Q1 2026 in Review

CreativeOne Wealth reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 6.9% in Q1 2026, selling an estimated $27.9K and leaving 17,490 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #882.

CreativeOne Wealth first reported a position in EIPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $645K in Q1 2025. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

CreativeOne Wealth held 17,490 shares of FT Energy Income Partners Enhanced Income ETF worth $393K as of Q1 2026.
CreativeOne Wealth sold 1,301 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $27.9K.
FT Energy Income Partners Enhanced Income ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #882 holding.
CreativeOne Wealth first reported a position in FT Energy Income Partners Enhanced Income ETF in Q4 2024 and has held it in 6 quarters since.
CreativeOne Wealth's FT Energy Income Partners Enhanced Income ETF position peaked at $645K in Q1 2025.
151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.