Corient Private Wealth
EIPX icon

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

Corient Private 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
2025
Q1 		– Sell
-9,518
Closed -$233K – 2330
2024
Q4 		$233K Hold
9,518
– – ﹤0.01% 2030
2024
Q3 		$230K Hold
9,518
– – ﹤0.01% 2156
2024
Q2 		$222K Buy
9,518
+315
+3% +$7.37K ﹤0.01% 2076
2024
Q1 		$212K Buy
+9,203
New +$199K ﹤0.01% 2074

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

Corient Private Wealth's EIPX Position: Q1 2025 in Review

Corient Private Wealth sold out of FT Energy Income Partners Strategy ETF (EIPX) in Q1 2025, closing a stake of 9,518 shares — an estimated $233K sold.

Corient Private Wealth first reported a position in EIPX in Q1 2024 and held it in 4 quarters. The position peaked at $233K in Q4 2024. 39 funds tracked by Wall St. Rank hold EIPX as of Q1 2025.

  • Corient Private Wealth reported no remaining FT Energy Income Partners Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 9,518 FT Energy Income Partners Strategy ETF shares in Q1 2025, an estimated $233K.
  • Corient Private Wealth first reported a position in FT Energy Income Partners Strategy ETF in Q1 2024 and held it in 4 quarters.
  • Corient Private Wealth's FT Energy Income Partners Strategy ETF position peaked at $233K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.