TWP
EIPI

Triad Wealth Partners’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Triad Wealth Partners’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
-516
Closed -$9.59K – 987
2024
Q2 		$9.59K Buy
+516
New +$9.57K 0.01% 460

Other funds holding EIPI

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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

Triad Wealth Partners's EIPI Position: Q3 2024 in Review

Triad Wealth Partners sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q3 2024, closing a stake of 516 shares — an estimated $9.59K sold.

Triad Wealth Partners first reported a position in EIPI in Q2 2024 and held it in 1 quarter. The position peaked at $9.59K in Q2 2024. 130 funds tracked by Wall St. Rank hold EIPI as of Q3 2024.

  • Triad Wealth Partners reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 516 FT Energy Income Partners Enhanced Income ETF shares in Q3 2024, an estimated $9.59K.
  • Triad Wealth Partners first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's FT Energy Income Partners Enhanced Income ETF position peaked at $9.59K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.