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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
Q2 		$73M Sell
2,333,859
-36,703
-2% -$1.17M 3.7% 11
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

AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Cerity Partners OCIO's EIPX Position: Q2 2026 in Review

Cerity Partners OCIO reduced its FT Energy Income Partners Strategy ETF (EIPX) stake by 1.5% in Q2 2026, selling an estimated $1.17M and leaving 2,333,859 shares worth $73M. The position accounts for 3.7% of the portfolio, ranked #11.

Cerity Partners OCIO first reported a position in EIPX in Q2 2024 and has held it in 9 quarters since. The position peaked at $76.2M in Q1 2026. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • Cerity Partners OCIO held 2,333,859 shares of FT Energy Income Partners Strategy ETF worth $73M as of Q2 2026.
  • Cerity Partners OCIO sold 36,703 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $1.17M.
  • FT Energy Income Partners Strategy ETF made up 3.7% of Cerity Partners OCIO's portfolio in Q2 2026, its #11 holding.
  • Cerity Partners OCIO first reported a position in FT Energy Income Partners Strategy ETF in Q2 2024 and has held it in 9 quarters since.
  • Cerity Partners OCIO's FT Energy Income Partners Strategy ETF position peaked at $76.2M in Q1 2026.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on Cerity Partners OCIO's 13F filing for Q2 2026, filed 14 Aug 2026.