Cresset Asset Management’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Cresset Asset Management’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 Q2	–	Sell	-309,928	Closed	-$8.07M	–	1535
2025 Q1	$8.07M	Sell	309,928 -64,795	-17%	-$1.66M	0.04%	257
2024 Q4	$9.18M	Buy	374,723 +10,011	+3%	+$250K	0.04%	238
2024 Q3	$8.82M	Buy	364,712 +2,760	+0.8%	+$66K	0.03%	339
2024 Q2	$8.45M	Buy	361,952 +9,509	+3%	+$222K	0.04%	321
2024 Q1	$8.12M	Buy	352,443 +12,455	+4%	+$269K	0.04%	289
2023 Q4	$7.23M	Buy	+339,988	New	+$7.18M	0.04%	267

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

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

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

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

Cresset Asset Management's EIPX Position: Q2 2025 in Review

Cresset Asset Management sold out of FT Energy Income Partners Strategy ETF (EIPX) in Q2 2025, closing a stake of 309,928 shares — an estimated $8.07M sold.

Cresset Asset Management first reported a position in EIPX in Q4 2023 and held it in 6 quarters. The position peaked at $9.18M in Q4 2024. 36 funds tracked by Wall St. Rank hold EIPX as of Q2 2025.

Cresset Asset Management reported no remaining FT Energy Income Partners Strategy ETF position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 309,928 FT Energy Income Partners Strategy ETF shares in Q2 2025, an estimated $8.07M.
Cresset Asset Management first reported a position in FT Energy Income Partners Strategy ETF in Q4 2023 and held it in 6 quarters.
Cresset Asset Management's FT Energy Income Partners Strategy ETF position peaked at $9.18M in Q4 2024.
36 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.