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
2026
Q2 		$4.16M Buy
+186,543
New +$4.15M 0.25% 71
2024
Q3 		– Sell
-516
Closed -$9.59K – 987
2024
Q2 		$9.59K Buy
+516
New +$9.57K 0.01% 460

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

Triad Wealth Partners's EIPI Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in FT Energy Income Partners Enhanced Income ETF (EIPI) in Q2 2026: 186,543 shares worth $4.16M. The stake represents 0.25% of the portfolio and ranks #71 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in EIPI as recently as Q2 2024.

Triad Wealth Partners first reported a position in EIPI in Q2 2024 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

  • Triad Wealth Partners held 186,543 shares of FT Energy Income Partners Enhanced Income ETF worth $4.16M as of Q2 2026.
  • FT Energy Income Partners Enhanced Income ETF was a new Triad Wealth Partners position in Q2 2026.
  • FT Energy Income Partners Enhanced Income ETF made up 0.25% of Triad Wealth Partners's portfolio in Q2 2026, its #71 holding.
  • Triad Wealth Partners first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.