Sowell Financial Services’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Sowell Financial Services’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	$2.93M	Sell	133,949 -5,936	-4%	-$132K	0.1%	226
2026 Q1	$3.15M	Sell	139,885 -9,853	-7%	-$212K	0.12%	191
2025 Q4	$2.98M	Sell	149,738 -6,304	-4%	-$125K	0.11%	191
2025 Q3	$3.09M	Buy	156,042 +780	+0.5%	+$15.4K	0.12%	184
2025 Q2	$3.06M	Sell	155,262 -839	-0.5%	-$16.2K	0.12%	172
2025 Q1	$3.17M	Buy	156,101 +577	+0.4%	+$11.6K	0.14%	149
2024 Q4	$3.03M	Buy	155,524 +8,248	+6%	+$163K	0.16%	144
2024 Q3	$2.85M	Sell	147,276 -6,024	-4%	-$115K	0.13%	175
2024 Q2	$2.85M	Buy	+153,300	New	+$2.84M	0.14%	165

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

Sowell Financial Services's EIPI Position: Q2 2026 in Review

Sowell Financial Services reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 4.2% in Q2 2026, selling an estimated $132K and leaving 133,949 shares worth $2.93M. The position accounts for 0.1% of the portfolio, ranked #226.

Sowell Financial Services first reported a position in EIPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.17M in Q1 2025. 165 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

Sowell Financial Services held 133,949 shares of FT Energy Income Partners Enhanced Income ETF worth $2.93M as of Q2 2026.
Sowell Financial Services sold 5,936 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $132K.
FT Energy Income Partners Enhanced Income ETF made up 0.1% of Sowell Financial Services's portfolio in Q2 2026, its #226 holding.
Sowell Financial Services first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 9 quarters since.
Sowell Financial Services's FT Energy Income Partners Enhanced Income ETF position peaked at $3.17M in Q1 2025.
165 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.