GAM
EIPI

Garrison Asset Management’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Garrison Asset 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
2024
Q3 		$743K Buy
38,390
+975
+3% +$18.6K 0.38% 58
2024
Q2 		$695K Buy
+37,415
New +$694K 0.37% 59

Other funds holding EIPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Garrison Asset Management's EIPI Position: Q3 2024 in Review

Garrison Asset Management increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 2.6% in Q3 2024, buying an estimated $18.6K and bringing the position to 38,390 shares worth $743K. The position accounts for 0.38% of the portfolio, ranked #58.

Garrison Asset Management first reported a position in EIPI in Q2 2024 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold EIPI as of Q3 2024.

  • Garrison Asset Management held 38,390 shares of FT Energy Income Partners Enhanced Income ETF worth $743K as of Q3 2024.
  • Garrison Asset Management bought 975 FT Energy Income Partners Enhanced Income ETF shares in Q3 2024, an estimated $18.6K.
  • FT Energy Income Partners Enhanced Income ETF made up 0.38% of Garrison Asset Management's portfolio in Q3 2024, its #58 holding.
  • Garrison Asset Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q3 2024.

Based on Garrison Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.