OLVIG
EIPI

Oliver Lagore Vanvalin Investment Group’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
-112
Closed -$2.08K – 779
2024
Q2 		$2.08K Buy
+112
New +$2.08K ﹤0.01% 597

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AAM
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WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's EIPI Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q3 2024, closing a stake of 112 shares — an estimated $2.08K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in EIPI in Q2 2024 and held it in 1 quarter. The position peaked at $2.08K in Q2 2024. 130 funds tracked by Wall St. Rank hold EIPI as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 112 FT Energy Income Partners Enhanced Income ETF shares in Q3 2024, an estimated $2.08K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's FT Energy Income Partners Enhanced Income ETF position peaked at $2.08K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.