Legacy Wealth Management (Idaho)’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-1,905	Closed	-$42.8K	–	1008
2026 Q1	$42.8K	Hold	1,905	–	–	0.02%	288
2025 Q4	$37.9K	Hold	1,905	–	–	0.02%	260
2025 Q3	$37.8K	Hold	1,905	–	–	0.02%	206
2025 Q2	$37.6K	Hold	1,905	–	–	0.02%	179
2025 Q1	$38.7K	Hold	1,905	–	–	0.03%	164
2024 Q4	$38.2K	Hold	1,905	–	–	0.02%	143
2024 Q3	$38K	Buy	+1,905	New	+$36.3K	0.02%	139

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 Wealth Management (Idaho)'s EIPI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q2 2026, closing a stake of 1,905 shares — an estimated $42.8K sold.

Legacy Wealth Management (Idaho) first reported a position in EIPI in Q3 2024 and held it in 7 quarters. The position peaked at $42.8K in Q1 2026. 165 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 1,905 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $42.8K.
Legacy Wealth Management (Idaho) first reported a position in FT Energy Income Partners Enhanced Income ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s FT Energy Income Partners Enhanced Income ETF position peaked at $42.8K in Q1 2026.
165 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.