Legacy Financial Independent Advisors’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Legacy Financial Independent 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	$1.18M	Sell	54,170 -7,146	-12%	-$159K	0.56%	47
2026 Q1	$1.38M	Buy	+61,316	New	+$1.32M	0.72%	39

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

Legacy Financial Independent Advisors's EIPI Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 12% in Q2 2026, selling an estimated $159K and leaving 54,170 shares worth $1.18M. The position accounts for 0.56% of the portfolio, ranked #47.

Legacy Financial Independent Advisors first reported a position in EIPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.38M in Q1 2026. 166 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

Legacy Financial Independent Advisors held 54,170 shares of FT Energy Income Partners Enhanced Income ETF worth $1.18M as of Q2 2026.
Legacy Financial Independent Advisors sold 7,146 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $159K.
FT Energy Income Partners Enhanced Income ETF made up 0.56% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #47 holding.
Legacy Financial Independent Advisors first reported a position in FT Energy Income Partners Enhanced Income ETF in Q1 2026 and has held it in 2 quarters since.
Legacy Financial Independent Advisors's FT Energy Income Partners Enhanced Income ETF position peaked at $1.38M in Q1 2026.
166 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.