None of the 29 investors followed here reported a position in EIPI in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
| Member | Buys | Sells | Est. net | Last move |
|---|---|---|---|---|
| John Boozman Sen. AR | 2 | 4 | +$8.5K | Trimmed May 27, 26 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| May 27, 26 | John Boozman Sen. AR | Joint | Sell (part) | $1,001 - $15,000 | Jun 16, 26 (20d) | Report |
| May 27, 26 | John Boozman Sen. AR | Joint | Sell (part) | $1,001 - $15,000 | Jun 16, 26 (20d) | Report |
| Jan 23, 26 | John Boozman Sen. AR | Joint | Buy | $1,001 - $15,000 | Feb 15, 26 (23d) | Report |
| Nov 21, 25 | John Boozman Sen. AR | Joint | Sell (part) | $1,001 - $15,000 | Aug 24, 26 (276d) | Report |
| Nov 21, 25 | John Boozman Sen. AR | Joint | Sell (part) | $1,001 - $15,000 | Dec 8, 25 (17d) | Report |
| Oct 3, 25 | John Boozman Sen. AR | Joint | Buy | $15,001 - $50,000 | Nov 15, 25 (43d) | Report |
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.4 | 5.9 | 1.4 | 1.6 | -4.2 | -0.2 | 2.5 | 1.7 | -6.5 | 4.8 | +12.3% | ||
| 2025 | 2.0 | 1.2 | 0.9 | -5.9 | 1.3 | 2.0 | 0.9 | 0.2 | -0.6 | -1.6 | 4.8 | -2.8 | +1.9% |
| 2024 | -0.9 | 2.7 | 1.4 | 0.1 | 0.3 | 7.5 | -6.6 | +3.9% |
Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in securities of, and/or investments that provide exposure to, Energy Companies. The fund’s investments will be concentrated (i.e., invest more than 25% of fund assets) in any one industry or group of industries constituting the energy sector. The fund is non-diversified.
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