PFS
EIPI

Paller Financial Services’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Paller Financial Services’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
Q2 		$3.78M Sell
173,202
-6,760
-4% -$150K 2.83% 17
2026
Q1 		$4.05M Sell
179,962
-120
-0.1% -$2.58K 3.35% 13
2025
Q4 		$3.58M Buy
+180,082
New +$3.57M 2.87% 13

Other funds holding EIPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 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 $1.62B AUM 36.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Paller Financial Services's EIPI Position: Q2 2026 in Review

Paller Financial Services reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 3.8% in Q2 2026, selling an estimated $150K and leaving 173,202 shares worth $3.78M. The position accounts for 2.83% of the portfolio, ranked #17.

Paller Financial Services first reported a position in EIPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.05M in Q1 2026. 166 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

  • Paller Financial Services held 173,202 shares of FT Energy Income Partners Enhanced Income ETF worth $3.78M as of Q2 2026.
  • Paller Financial Services sold 6,760 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $150K.
  • FT Energy Income Partners Enhanced Income ETF made up 2.83% of Paller Financial Services's portfolio in Q2 2026, its #17 holding.
  • Paller Financial Services first reported a position in FT Energy Income Partners Enhanced Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Paller Financial Services's FT Energy Income Partners Enhanced Income ETF position peaked at $4.05M in Q1 2026.
  • 166 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Paller Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.