OFO
EIPI

OneAscent Family Office’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

OneAscent Family Office’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 		$1.15M Buy
51,039
+6,149
+14% +$132K 0.8% 26
2025
Q4 		$892K Buy
44,890
+18,790
+72% +$373K 0.6% 36
2025
Q3 		$517K Buy
+26,100
New +$515K 0.42% 58

Other funds holding EIPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 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 $1.41B 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

OneAscent Family Office's EIPI Position: Q1 2026 in Review

OneAscent Family Office increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 14% in Q1 2026, buying an estimated $132K and bringing the position to 51,039 shares worth $1.15M. The position accounts for 0.8% of the portfolio, ranked #26.

OneAscent Family Office 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.

  • OneAscent Family Office held 51,039 shares of FT Energy Income Partners Enhanced Income ETF worth $1.15M as of Q1 2026.
  • OneAscent Family Office bought 6,149 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $132K.
  • FT Energy Income Partners Enhanced Income ETF made up 0.8% of OneAscent Family Office's portfolio in Q1 2026, its #26 holding.
  • OneAscent Family Office 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 OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.