West Branch Capital’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

West Branch Capital’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	$129K	Hold	5,911	–	–	0.03%	98
2026 Q1	$133K	Hold	5,911	–	–	0.04%	93
2025 Q4	$117K	Hold	5,911	–	–	0.03%	103
2025 Q3	$117K	Hold	5,911	–	–	0.03%	107
2025 Q2	$117K	Hold	5,911	–	–	0.03%	103
2025 Q1	$120K	Hold	5,911	–	–	0.04%	106
2024 Q4	$115K	Hold	5,911	–	–	0.04%	108
2024 Q3	$114K	Hold	5,911	–	–	0.04%	107
2024 Q2	$110K	Buy	+5,911	New	+$110K	0.04%	119

Other funds holding EIPI

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

West Branch Capital's EIPI Position: Q2 2026 in Review

West Branch Capital held its FT Energy Income Partners Enhanced Income ETF (EIPI) position steady in Q2 2026 at 5,911 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #98.

West Branch Capital first reported a position in EIPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $133K in Q1 2026. 71 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

West Branch Capital held 5,911 shares of FT Energy Income Partners Enhanced Income ETF worth $129K as of Q2 2026.
West Branch Capital left its FT Energy Income Partners Enhanced Income ETF share count unchanged in Q2 2026.
FT Energy Income Partners Enhanced Income ETF made up 0.03% of West Branch Capital's portfolio in Q2 2026, its #98 holding.
West Branch Capital first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 9 quarters since.
West Branch Capital's FT Energy Income Partners Enhanced Income ETF position peaked at $133K in Q1 2026.
71 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.