Morey & Quinn Wealth Partners’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Morey & Quinn Wealth Partners’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	–	Sell	-10,293	Closed	-$209K	–	133
2025 Q1	$209K	Buy	10,293 +192	+2%	+$3.85K	0.17%	120
2024 Q4	$197K	Buy	+10,101	New	+$200K	0.17%	116

Other funds holding EIPI

Morgan Stanley New York $1.66T AUM 25.57% 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

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 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 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

Morey & Quinn Wealth Partners's EIPI Position: Q2 2025 in Review

Morey & Quinn Wealth Partners sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q2 2025, closing a stake of 10,293 shares — an estimated $209K sold.

Morey & Quinn Wealth Partners first reported a position in EIPI in Q4 2024 and held it in 2 quarters. The position peaked at $209K in Q1 2025. 137 funds tracked by Wall St. Rank hold EIPI as of Q2 2025.

Morey & Quinn Wealth Partners reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q2 2025 after selling out during the quarter.
Morey & Quinn Wealth Partners sold 10,293 FT Energy Income Partners Enhanced Income ETF shares in Q2 2025, an estimated $209K.
Morey & Quinn Wealth Partners first reported a position in FT Energy Income Partners Enhanced Income ETF in Q4 2024 and held it in 2 quarters.
Morey & Quinn Wealth Partners's FT Energy Income Partners Enhanced Income ETF position peaked at $209K in Q1 2025.
137 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2025.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2025, filed 23 Jul 2025.