GJWM
EIPI

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

Gilliland Jeter 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
2024
Q4 		– Sell
-6,774
Closed -$131K – 658
2024
Q3 		$131K Hold
6,774
– – 0.04% 199
2024
Q2 		$126K Buy
+6,774
New +$126K 0.04% 196

Other funds holding EIPI

Koshinski Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Gilliland Jeter Wealth Management's EIPI Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q4 2024, closing a stake of 6,774 shares — an estimated $131K sold.

Gilliland Jeter Wealth Management first reported a position in EIPI in Q2 2024 and held it in 2 quarters. The position peaked at $131K in Q3 2024. 137 funds tracked by Wall St. Rank hold EIPI as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 6,774 FT Energy Income Partners Enhanced Income ETF shares in Q4 2024, an estimated $131K.
  • Gilliland Jeter Wealth Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and held it in 2 quarters.
  • Gilliland Jeter Wealth Management's FT Energy Income Partners Enhanced Income ETF position peaked at $131K in Q3 2024.
  • 137 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.