Whipplewood Advisors’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Whipplewood Advisors’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	–	Sell	-8,350	Closed	-$188K	–	1053
2026 Q1	$188K	Hold	8,350	–	–	0.1%	131
2025 Q4	$166K	Hold	8,350	–	–	0.11%	135
2025 Q3	$165K	Hold	8,350	–	–	0.11%	133
2025 Q2	$165K	Buy	8,350 +8,337	+64,131%	+$161K	0.09%	189
2025 Q1	$169K	Sell	13 -8,337	-100%	-$167K	0.1%	177
2024 Q4	$163K	Buy	+8,350	New	+$165K	0.09%	183

Other funds holding EIPI

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Whipplewood Advisors's EIPI Position: Q2 2026 in Review

Whipplewood Advisors sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q2 2026, closing a stake of 8,350 shares — an estimated $188K sold.

Whipplewood Advisors first reported a position in EIPI in Q4 2024 and held it in 6 quarters. The position peaked at $188K in Q1 2026. 166 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

Whipplewood Advisors reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 8,350 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $188K.
Whipplewood Advisors first reported a position in FT Energy Income Partners Enhanced Income ETF in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's FT Energy Income Partners Enhanced Income ETF position peaked at $188K in Q1 2026.
166 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.