Balance Wealth’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Balance Wealth’s Portfolio EIPX Stock Details EIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$46.4K	Buy	+1,484	New	+$48.5K	0.01%	335

Other funds holding EIPX

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Balance Wealth's EIPX Position: Q3 2026 in Review

Balance Wealth opened a new position in FT Energy Income Partners Strategy ETF (EIPX) in Q3 2026: 1,484 shares worth $46.4K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings.

12 funds tracked by Wall St. Rank hold EIPX as of Q3 2026.

Balance Wealth held 1,484 shares of FT Energy Income Partners Strategy ETF worth $46.4K as of Q3 2026.
FT Energy Income Partners Strategy ETF was a new Balance Wealth position in Q3 2026.
FT Energy Income Partners Strategy ETF made up 0.01% of Balance Wealth's portfolio in Q3 2026, its #335 holding.
12 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.