Strait & Sound Wealth Management’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Strait & Sound 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 Q1	$1.57M	Sell	69,699 -461	-0.7%	-$9.9K	0.58%	44
2025 Q4	$1.39M	Sell	70,160 -1,301	-2%	-$25.8K	0.52%	46
2025 Q3	$1.42M	Buy	71,461 +4,148	+6%	+$81.8K	0.54%	45
2025 Q2	$1.33M	Buy	67,313 +5,843	+10%	+$113K	0.56%	43
2025 Q1	$1.25M	Buy	61,470 +14,291	+30%	+$286K	0.58%	37
2024 Q4	$920K	Buy	47,179 +6,671	+16%	+$132K	0.43%	41
2024 Q3	$784K	Buy	40,508 +17,430	+76%	+$332K	0.38%	47
2024 Q2	$429K	Buy	+23,078	New	+$428K	0.22%	77

Other funds holding EIPI

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

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

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

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

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

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

Raymond James Financial

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

Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return