NSIM
EIPI

North Star Investment Management’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

North Star Investment 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
2024
Q3 		– Sell
-880
Closed -$16.4K – 1216
2024
Q2 		$16.4K Buy
+880
New +$16.3K ﹤0.01% 747

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AAM
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WANY
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LPL Financial
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Royal Bank of Canada
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CBA
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MOS
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

North Star Investment Management's EIPI Position: Q3 2024 in Review

North Star Investment Management sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q3 2024, closing a stake of 880 shares — an estimated $16.4K sold.

North Star Investment Management first reported a position in EIPI in Q2 2024 and held it in 1 quarter. The position peaked at $16.4K in Q2 2024. 130 funds tracked by Wall St. Rank hold EIPI as of Q3 2024.

  • North Star Investment Management reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q3 2024 after selling out during the quarter.
  • North Star Investment Management sold 880 FT Energy Income Partners Enhanced Income ETF shares in Q3 2024, an estimated $16.4K.
  • North Star Investment Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and held it in 1 quarter.
  • North Star Investment Management's FT Energy Income Partners Enhanced Income ETF position peaked at $16.4K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q3 2024.

Based on North Star Investment Management's 13F filing for Q3 2024, filed 30 Oct 2024.