MWM
EIPI

Modern Wealth Management’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Modern Wealth 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 		$17.7M Buy
809,233
+5,056
+0.6% +$112K 0.21% 124
2026
Q1 		$17.9M Sell
804,177
-22,616
-3% -$486K 0.31% 85
2025
Q4 		$16.4M Sell
826,793
-6,728
-0.8% -$133K 0.3% 81
2025
Q3 		$16.5M Buy
833,521
+18,667
+2% +$368K 0.33% 80
2025
Q2 		$16.1M Sell
814,854
-13,419
-2% -$260K 0.4% 64
2025
Q1 		$16.8M Buy
828,273
+24,028
+3% +$482K 0.54% 43
2024
Q4 		$15.7M Buy
+804,245
New +$15.9M 0.59% 38

Other funds holding EIPI

Morgan Stanley
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Modern Wealth Management's EIPI Position: Q2 2026 in Review

Modern Wealth Management increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 0.63% in Q2 2026, buying an estimated $112K and bringing the position to 809,233 shares worth $17.7M. The position accounts for 0.21% of the portfolio, ranked #124.

Modern Wealth Management first reported a position in EIPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.9M in Q1 2026. 166 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

  • Modern Wealth Management held 809,233 shares of FT Energy Income Partners Enhanced Income ETF worth $17.7M as of Q2 2026.
  • Modern Wealth Management bought 5,056 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $112K.
  • FT Energy Income Partners Enhanced Income ETF made up 0.21% of Modern Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Modern Wealth Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's FT Energy Income Partners Enhanced Income ETF position peaked at $17.9M in Q1 2026.
  • 166 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

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