Carson Wealth (CWM LLC)’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$3.54M	Buy	109,930 +10,615	+11%	+$317K	0.01%	952
2025 Q4	$2.63M	Buy	99,315 +3,353	+3%	+$88.7K	0.01%	1039
2025 Q3	$2.51M	Buy	95,962 +5,306	+6%	+$138K	0.01%	1000
2025 Q2	$2.32M	Buy	+90,656	New	+$2.25M	0.01%	899
2024 Q1	–	Sell	-1,164	Closed	-$25K	–	4420
2023 Q4	$25K	Hold	1,164	–	–	﹤0.01%	2622
2023 Q3	$25K	Buy	+1,164	New	+$24.5K	﹤0.01%	2520

Other funds holding EIPX

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EIPX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 11% in Q1 2026, buying an estimated $317K and bringing the position to 109,930 shares worth $3.54M. The position accounts for 0.01% of the portfolio, ranked #952.

Carson Wealth (CWM LLC) first reported a position in EIPX in Q3 2023 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

Carson Wealth (CWM LLC) held 109,930 shares of FT Energy Income Partners Strategy ETF worth $3.54M as of Q1 2026.
Carson Wealth (CWM LLC) bought 10,615 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $317K.
FT Energy Income Partners Strategy ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #952 holding.
Carson Wealth (CWM LLC) first reported a position in FT Energy Income Partners Strategy ETF in Q3 2023 and has held it in 6 quarters since.
49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.