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 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 $1.66T AUM 25.57% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

MAI Capital Management's EIPI Position: Q1 2026 in Review

MAI Capital Management reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 0.17% in Q1 2026, selling an estimated $1.44K and leaving 40,506 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #811.

MAI Capital Management first reported a position in EIPI in Q4 2024 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

MAI Capital Management held 40,506 shares of FT Energy Income Partners Enhanced Income ETF worth $911K as of Q1 2026.
MAI Capital Management sold 67 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $1.44K.
FT Energy Income Partners Enhanced Income ETF made up 0.01% of MAI Capital Management's portfolio in Q1 2026, its #811 holding.
MAI Capital Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q4 2024 and has held it in 6 quarters since.
151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.