MYIA
EIPI

Mount Yale Investment Advisors’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Mount Yale Investment Advisors’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 		$270K Hold
12,000
– – 0.01% 942
2025
Q4 		$238K Hold
12,000
– – 0.01% 652
2025
Q3 		$238K Buy
+12,000
New +$237K 0.02% 586

Other funds holding EIPI

Morgan Stanley
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ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Mount Yale Investment Advisors's EIPI Position: Q1 2026 in Review

Mount Yale Investment Advisors held its FT Energy Income Partners Enhanced Income ETF (EIPI) position steady in Q1 2026 at 12,000 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #942.

Mount Yale Investment Advisors first reported a position in EIPI in Q3 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

  • Mount Yale Investment Advisors held 12,000 shares of FT Energy Income Partners Enhanced Income ETF worth $270K as of Q1 2026.
  • Mount Yale Investment Advisors left its FT Energy Income Partners Enhanced Income ETF share count unchanged in Q1 2026.
  • FT Energy Income Partners Enhanced Income ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #942 holding.
  • Mount Yale Investment Advisors first reported a position in FT Energy Income Partners Enhanced Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.