SF
EIPI

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

Summit Financial’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 		$4.7M Sell
215,192
-7,740
-3% -$172K 0.05% 357
2026
Q1 		$5.01M Buy
222,932
+2,986
+1% +$64.1K 0.06% 316
2025
Q4 		$4.37M Buy
219,946
+62
+0% +$1.23K 0.06% 294
2025
Q3 		$4.36M Buy
+219,884
New +$4.34M 0.07% 289

Other funds holding EIPI

Morgan Stanley
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Summit Financial's EIPI Position: Q2 2026 in Review

Summit Financial reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 3.5% in Q2 2026, selling an estimated $172K and leaving 215,192 shares worth $4.7M. The position accounts for 0.05% of the portfolio, ranked #357.

Summit Financial first reported a position in EIPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.01M in Q1 2026. 166 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

  • Summit Financial held 215,192 shares of FT Energy Income Partners Enhanced Income ETF worth $4.7M as of Q2 2026.
  • Summit Financial sold 7,740 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $172K.
  • FT Energy Income Partners Enhanced Income ETF made up 0.05% of Summit Financial's portfolio in Q2 2026, its #357 holding.
  • Summit Financial first reported a position in FT Energy Income Partners Enhanced Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's FT Energy Income Partners Enhanced Income ETF position peaked at $5.01M in Q1 2026.
  • 166 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.