Park Square Financial Group’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Park Square Financial 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
2025 Q3	–	Sell	-415	Closed	-$8.18K	–	1000
2025 Q2	$8.18K	Sell	415 -145	-26%	-$2.81K	0.01%	637
2025 Q1	$11.4K	Sell	560 -126	-18%	-$2.52K	0.01%	566
2024 Q4	$13.4K	Buy	+686	New	+$13.6K	0.01%	523

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CBA

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Park Square Financial Group's EIPI Position: Q3 2025 in Review

Park Square Financial Group sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q3 2025, closing a stake of 415 shares — an estimated $8.18K sold.

Park Square Financial Group first reported a position in EIPI in Q4 2024 and held it in 3 quarters. The position peaked at $13.4K in Q4 2024. 137 funds tracked by Wall St. Rank hold EIPI as of Q3 2025.

Park Square Financial Group reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 415 FT Energy Income Partners Enhanced Income ETF shares in Q3 2025, an estimated $8.18K.
Park Square Financial Group first reported a position in FT Energy Income Partners Enhanced Income ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's FT Energy Income Partners Enhanced Income ETF position peaked at $13.4K in Q4 2024.
137 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.