MAI Capital Management’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

MAI Capital 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
2026 Q2	$863K	Sell	39,530 -976	-2%	-$21.7K	﹤0.01%	1048
2026 Q1	$911K	Sell	40,506 -67	-0.2%	-$1.44K	0.01%	811
2025 Q4	$806K	Buy	40,573 +733	+2%	+$14.5K	﹤0.01%	809
2025 Q3	$790K	Sell	39,840 -1,542	-4%	-$30.4K	﹤0.01%	779
2025 Q2	$816K	Sell	41,382 -203	-0.5%	-$3.93K	0.01%	705
2025 Q1	$844K	Buy	41,585 +1,033	+3%	+$20.7K	0.01%	671
2024 Q4	$790K	Buy	+40,552	New	+$803K	0.01%	708

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

MAI Capital Management's EIPI Position: Q2 2026 in Review

MAI Capital Management reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 2.4% in Q2 2026, selling an estimated $21.7K and leaving 39,530 shares worth $863K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

MAI Capital Management first reported a position in EIPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $911K in Q1 2026. 165 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

MAI Capital Management held 39,530 shares of FT Energy Income Partners Enhanced Income ETF worth $863K as of Q2 2026.
MAI Capital Management sold 976 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $21.7K.
FT Energy Income Partners Enhanced Income ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1048 holding.
MAI Capital Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's FT Energy Income Partners Enhanced Income ETF position peaked at $911K in Q1 2026.
165 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.