EAN
EIPI

Excelsior Advisor Network’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Excelsior Advisor Network’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 		$499K Buy
22,865
+7,089
+45% +$158K 0.07% 269
2026
Q1 		$355K Buy
+15,776
New +$339K 0.14% 141

Other funds holding EIPI

Morgan Stanley
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Excelsior Advisor Network's EIPI Position: Q2 2026 in Review

Excelsior Advisor Network increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 45% in Q2 2026, buying an estimated $158K and bringing the position to 22,865 shares worth $499K. The position accounts for 0.07% of the portfolio, ranked #269.

Excelsior Advisor Network first reported a position in EIPI in Q1 2026 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

  • Excelsior Advisor Network held 22,865 shares of FT Energy Income Partners Enhanced Income ETF worth $499K as of Q2 2026.
  • Excelsior Advisor Network bought 7,089 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $158K.
  • FT Energy Income Partners Enhanced Income ETF made up 0.07% of Excelsior Advisor Network's portfolio in Q2 2026, its #269 holding.
  • Excelsior Advisor Network first reported a position in FT Energy Income Partners Enhanced Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.