UB
EIPI

UMB Bank’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

UMB Bank’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
2025
Q1 		– Sell
-1,977
Closed -$38.5K – 2176
2024
Q4 		$38.5K Hold
1,977
– – ﹤0.01% 1018
2024
Q3 		$38.3K Buy
+1,977
New +$37.7K ﹤0.01% 955

Other funds holding EIPI

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UMB Bank's EIPI Position: Q1 2025 in Review

UMB Bank sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q1 2025, closing a stake of 1,977 shares — an estimated $38.5K sold.

UMB Bank first reported a position in EIPI in Q3 2024 and held it in 2 quarters. The position peaked at $38.5K in Q4 2024. 131 funds tracked by Wall St. Rank hold EIPI as of Q1 2025.

  • UMB Bank reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • UMB Bank sold 1,977 FT Energy Income Partners Enhanced Income ETF shares in Q1 2025, an estimated $38.5K.
  • UMB Bank first reported a position in FT Energy Income Partners Enhanced Income ETF in Q3 2024 and held it in 2 quarters.
  • UMB Bank's FT Energy Income Partners Enhanced Income ETF position peaked at $38.5K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2025.

Based on UMB Bank's 13F filing for Q1 2025, filed 14 Apr 2025.