Private Ocean’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Private Ocean’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 Q2	$153K	Buy	+8,245	New	+$153K	0.01%	168

Other funds holding EIPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

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

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

Private Ocean's EIPI Position: Q2 2024 in Review

Private Ocean opened a new position in FT Energy Income Partners Enhanced Income ETF (EIPI) in Q2 2024: 8,245 shares worth $153K. The stake represents 0.01% of the portfolio and ranks #168 among its holdings.

133 funds tracked by Wall St. Rank hold EIPI as of Q2 2024.

Private Ocean held 8,245 shares of FT Energy Income Partners Enhanced Income ETF worth $153K as of Q2 2024.
FT Energy Income Partners Enhanced Income ETF was a new Private Ocean position in Q2 2024.
FT Energy Income Partners Enhanced Income ETF made up 0.01% of Private Ocean's portfolio in Q2 2024, its #168 holding.
133 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.