CVA Family Office’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

CVA Family Office’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	$664K	Buy	20,638 +131	+0.6%	+$3.92K	0.07%	157
2025 Q4	$542K	Buy	20,507 +157	+0.8%	+$4.15K	0.06%	162
2025 Q3	$532K	Buy	20,350 +171	+0.8%	+$4.44K	0.07%	164
2025 Q2	$517K	Buy	20,179 +176	+0.9%	+$4.38K	0.07%	163
2025 Q1	$521K	Sell	20,003 -5,502	-22%	-$141K	0.08%	158
2024 Q4	$625K	Buy	25,505 +197	+0.8%	+$4.93K	0.1%	130
2024 Q3	$612K	Buy	+25,308	New	+$606K	0.1%	129

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CVA Family Office's EIPX Position: Q1 2026 in Review

CVA Family Office increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 0.64% in Q1 2026, buying an estimated $3.92K and bringing the position to 20,638 shares worth $664K. The position accounts for 0.07% of the portfolio, ranked #157.

CVA Family Office first reported a position in EIPX in Q3 2024 and has held it in 7 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

CVA Family Office held 20,638 shares of FT Energy Income Partners Strategy ETF worth $664K as of Q1 2026.
CVA Family Office bought 131 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $3.92K.
FT Energy Income Partners Strategy ETF made up 0.07% of CVA Family Office's portfolio in Q1 2026, its #157 holding.
CVA Family Office first reported a position in FT Energy Income Partners Strategy ETF in Q3 2024 and has held it in 7 quarters since.
49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.