CPO
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Cerity Partners OCIO’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Cerity Partners OCIO’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 		$76.2M Hold
2,370,562
– – 4.57% 10
2025
Q4 		$62.7M Buy
2,370,562
+7,675
+0.3% +$203K 3.47% 10
2025
Q3 		$61.8M Sell
2,362,887
-37,678
-2% -$977K 3.15% 10
2025
Q2 		$61.5M Hold
2,400,565
– – 3.41% 10
2025
Q1 		$62.5M Hold
2,400,565
– – 3.54% 9
2024
Q4 		$58.8M Sell
2,400,565
-24,250
-1% -$606K 3.9% 8
2024
Q3 		$58.6M Hold
2,424,815
– – 4.72% 9
2024
Q2 		$56.6M Buy
+2,424,815
New +$56.7M 4.34% 11

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.21B 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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return