UBS Group
EIPI

UBS Group’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

UBS Group’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 		$20.1M Buy
892,365
+18,466
+2% +$397K ﹤0.01% 2579
2025
Q4 		$17.4M Sell
873,899
-37,452
-4% -$743K ﹤0.01% 2717
2025
Q3 		$18.1M Buy
911,351
+41,140
+5% +$812K ﹤0.01% 2681
2025
Q2 		$17.2M Sell
870,211
-64,738
-7% -$1.25M ﹤0.01% 2532
2025
Q1 		$19M Buy
934,949
+39,188
+4% +$785K ﹤0.01% 2383
2024
Q4 		$17.5M Sell
895,761
-53,951
-6% -$1.07M ﹤0.01% 2471
2024
Q3 		$18.4M Sell
949,712
-17,624
-2% -$336K 0.01% 1897
2024
Q2 		$18M Buy
+967,336
New +$17.9M 0.01% 1778

Other funds holding EIPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
WANY
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
AI
Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return