WF
EIPI

Wayfinding Financial’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Wayfinding Financial’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
Q2 		– Sell
-2,362
Closed -$47K – 736
2025
Q1 		$47K Buy
+2,362
New +$47.3K 0.02% 378

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CBA
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UBS Group
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wayfinding Financial's EIPI Position: Q2 2025 in Review

Wayfinding Financial sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q2 2025, closing a stake of 2,362 shares — an estimated $47K sold.

Wayfinding Financial first reported a position in EIPI in Q1 2025 and held it in 1 quarter. The position peaked at $47K in Q1 2025. 137 funds tracked by Wall St. Rank hold EIPI as of Q2 2025.

  • Wayfinding Financial reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 2,362 FT Energy Income Partners Enhanced Income ETF shares in Q2 2025, an estimated $47K.
  • Wayfinding Financial first reported a position in FT Energy Income Partners Enhanced Income ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's FT Energy Income Partners Enhanced Income ETF position peaked at $47K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.