STA
EIPI

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

Summit Trail Advisors’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
2024
Q3 		– Sell
-16,381
Closed -$304K – 745
2024
Q2 		$304K Buy
+16,381
New +$304K 0.01% 488

Other funds holding EIPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Summit Trail Advisors's EIPI Position: Q3 2024 in Review

Summit Trail Advisors sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q3 2024, closing a stake of 16,381 shares — an estimated $304K sold.

Summit Trail Advisors first reported a position in EIPI in Q2 2024 and held it in 1 quarter. The position peaked at $304K in Q2 2024. 130 funds tracked by Wall St. Rank hold EIPI as of Q3 2024.

  • Summit Trail Advisors reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Trail Advisors sold 16,381 FT Energy Income Partners Enhanced Income ETF shares in Q3 2024, an estimated $304K.
  • Summit Trail Advisors first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and held it in 1 quarter.
  • Summit Trail Advisors's FT Energy Income Partners Enhanced Income ETF position peaked at $304K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q3 2024.

Based on Summit Trail Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.