Puff Wealth Management’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Puff Wealth Management’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	$481K	Buy	+22,030	New	+$490K	0.49%	51
2025 Q4	$430K	Buy	21,411 +334	+2%	+$6.62K	0.56%	48
2025 Q3	$418K	Sell	21,077 -172	-0.8%	-$3.39K	0.63%	41
2025 Q2	$419K	Buy	21,249 +328	+2%	+$6.35K	0.68%	67
2025 Q1	$424K	Buy	20,921 +313	+2%	+$6.27K	0.75%	58
2024 Q4	$401K	Buy	+20,608	New	+$408K	0.7%	41

Other funds holding EIPI

Paller Financial Services Centennial, Colorado $134M AUM

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return