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	0.31%	67
2025 Q1	$424K	Buy	20,921 +313	+2%	+$6.27K	0.4%	58
2024 Q4	$401K	Buy	+20,608	New	+$408K	0.7%	41

Other funds holding EIPI

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Puff Wealth Management's EIPI Position: Q2 2026 in Review

Puff Wealth Management opened a new position in FT Energy Income Partners Enhanced Income ETF (EIPI) in Q2 2026: 22,030 shares worth $481K. The stake represents 0.49% of the portfolio and ranks #51 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in EIPI as recently as Q4 2025.

Puff Wealth Management first reported a position in EIPI in Q4 2024 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

Puff Wealth Management held 22,030 shares of FT Energy Income Partners Enhanced Income ETF worth $481K as of Q2 2026.
FT Energy Income Partners Enhanced Income ETF was a new Puff Wealth Management position in Q2 2026.
FT Energy Income Partners Enhanced Income ETF made up 0.49% of Puff Wealth Management's portfolio in Q2 2026, its #51 holding.
Puff Wealth Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q4 2024 and has held it in 6 quarters since.
166 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.