Steward Partners Investment Advisory’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Steward Partners Investment Advisory’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 Q1	$920K	Buy	40,887 +3,478	+9%	+$74.7K	﹤0.01%	1204
2025 Q4	$743K	Buy	37,409 +2,544	+7%	+$50.5K	﹤0.01%	1213
2025 Q3	$691K	Sell	34,865 -10,740	-24%	-$212K	﹤0.01%	1223
2025 Q2	$899K	Buy	45,605 +814	+2%	+$15.8K	0.01%	1033
2025 Q1	$909K	Sell	44,791 -930	-2%	-$18.6K	0.01%	958
2024 Q4	$891K	Buy	45,721 +105	+0.2%	+$2.08K	0.01%	919
2024 Q3	$883K	Hold	45,616	–	–	0.01%	901
2024 Q2	$848K	Buy	+45,616	New	+$846K	0.01%	869

Other funds holding EIPI

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

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

CBA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Steward Partners Investment Advisory's EIPI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 9.3% in Q1 2026, buying an estimated $74.7K and bringing the position to 40,887 shares worth $920K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Steward Partners Investment Advisory first reported a position in EIPI in Q2 2024 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

Steward Partners Investment Advisory held 40,887 shares of FT Energy Income Partners Enhanced Income ETF worth $920K as of Q1 2026.
Steward Partners Investment Advisory bought 3,478 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $74.7K.
FT Energy Income Partners Enhanced Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1204 holding.
Steward Partners Investment Advisory first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 8 quarters since.
151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.