Bank of America
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Bank of America’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Bank of America’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
2025
Q3 		– Sell
-29,713
Closed -$762K – 8400
2025
Q2 		$762K Buy
+29,713
New +$739K ﹤0.01% 5466

Other funds holding EIPX

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Bank of America's EIPX Position: Q3 2025 in Review

Bank of America sold out of FT Energy Income Partners Strategy ETF (EIPX) in Q3 2025, closing a stake of 29,713 shares — an estimated $762K sold.

Bank of America first reported a position in EIPX in Q2 2025 and held it in 1 quarter. The position peaked at $762K in Q2 2025. 36 funds tracked by Wall St. Rank hold EIPX as of Q3 2025.

  • Bank of America reported no remaining FT Energy Income Partners Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of America sold 29,713 FT Energy Income Partners Strategy ETF shares in Q3 2025, an estimated $762K.
  • Bank of America first reported a position in FT Energy Income Partners Strategy ETF in Q2 2025 and held it in 1 quarter.
  • Bank of America's FT Energy Income Partners Strategy ETF position peaked at $762K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.