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EIPI

Legacy Investment Solutions’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$37.6K Buy
+1,905
New +$36.9K 0.02% 179
2024
Q4 		$38.2K Hold
1,905
– – 0.02% 143
2024
Q3 		$38K Buy
+1,905
New +$36.3K 0.02% 139

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CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Legacy Investment Solutions's EIPI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in FT Energy Income Partners Enhanced Income ETF (EIPI) in Q2 2025: 1,905 shares worth $37.6K. The stake represents 0.02% of the portfolio and ranks #179 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in EIPI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in EIPI in Q3 2024 and has held it in 3 quarters since. The position peaked at $38.2K in Q4 2024. 137 funds tracked by Wall St. Rank hold EIPI as of Q2 2025.

  • Legacy Investment Solutions held 1,905 shares of FT Energy Income Partners Enhanced Income ETF worth $37.6K as of Q2 2025.
  • FT Energy Income Partners Enhanced Income ETF was a new Legacy Investment Solutions position in Q2 2025.
  • FT Energy Income Partners Enhanced Income ETF made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #179 holding.
  • Legacy Investment Solutions first reported a position in FT Energy Income Partners Enhanced Income ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's FT Energy Income Partners Enhanced Income ETF position peaked at $38.2K in Q4 2024.
  • 137 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.