Retirement Planning Company of New England’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Retirement Planning Company of New England’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	$3.2M	Buy	146,441 +1,142	+0.8%	+$25.4K	1.15%	16
2026 Q1	$3.27M	Buy	145,299 +810	+0.6%	+$17.4K	1.33%	15
2025 Q4	$2.87M	Buy	144,489 +1,446	+1%	+$28.7K	1.15%	15
2025 Q3	$2.84M	Buy	143,043 +1,539	+1%	+$30.4K	1.14%	18
2025 Q2	$2.79M	Buy	141,504 +1,939	+1%	+$37.5K	1.24%	17
2025 Q1	$2.83M	Buy	139,565 +2,380	+2%	+$47.7K	1.41%	13
2024 Q4	$2.67M	Buy	137,185 +507	+0.4%	+$10K	1.3%	18
2024 Q3	$2.64M	Buy	136,678 +3,536	+3%	+$67.4K	1.32%	16
2024 Q2	$2.47M	Buy	+133,142	New	+$2.47M	1.35%	15

Other funds holding EIPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Retirement Planning Company of New England's EIPI Position: Q2 2026 in Review

Retirement Planning Company of New England increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 0.79% in Q2 2026, buying an estimated $25.4K and bringing the position to 146,441 shares worth $3.2M. The position accounts for 1.15% of the portfolio, ranked #16.

Retirement Planning Company of New England first reported a position in EIPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.27M in Q1 2026. 111 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

Retirement Planning Company of New England held 146,441 shares of FT Energy Income Partners Enhanced Income ETF worth $3.2M as of Q2 2026.
Retirement Planning Company of New England bought 1,142 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $25.4K.
FT Energy Income Partners Enhanced Income ETF made up 1.15% of Retirement Planning Company of New England's portfolio in Q2 2026, its #16 holding.
Retirement Planning Company of New England first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 9 quarters since.
Retirement Planning Company of New England's FT Energy Income Partners Enhanced Income ETF position peaked at $3.27M in Q1 2026.
111 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.