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

Kingswood Wealth 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	$1.85M	Sell	84,836 -7,698	-8%	-$171K	0.07%	276
2026 Q1	$2.08M	Buy	92,534 +13,164	+17%	+$283K	0.1%	229
2025 Q4	$1.58M	Sell	79,370 -150	-0.2%	-$2.98K	0.08%	257
2025 Q3	$1.58M	Hold	79,520	–	–	0.1%	218
2025 Q2	$1.57M	Sell	79,520 -3,700	-4%	-$71.6K	0.12%	178
2025 Q1	$1.69M	Sell	83,220 -1,680	-2%	-$33.7K	0.15%	158
2024 Q4	$1.65M	Buy	84,900 +26,757	+46%	+$530K	0.12%	173
2024 Q3	$1.13M	Buy	+58,143	New	+$1.11M	0.08%	264

Other funds holding EIPI

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Kingswood Wealth Advisors's EIPI Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 8.3% in Q2 2026, selling an estimated $171K and leaving 84,836 shares worth $1.85M. The position accounts for 0.07% of the portfolio, ranked #276.

Kingswood Wealth Advisors first reported a position in EIPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.08M in Q1 2026. 166 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

Kingswood Wealth Advisors held 84,836 shares of FT Energy Income Partners Enhanced Income ETF worth $1.85M as of Q2 2026.
Kingswood Wealth Advisors sold 7,698 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $171K.
FT Energy Income Partners Enhanced Income ETF made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #276 holding.
Kingswood Wealth Advisors first reported a position in FT Energy Income Partners Enhanced Income ETF in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's FT Energy Income Partners Enhanced Income ETF position peaked at $2.08M in Q1 2026.
166 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

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