Garden State Investment Advisory Services’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Garden State Investment Advisory Services’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 Q3	–	Sell	-20,925	Closed	-$536K	–	322
2025 Q2	$536K	Buy	20,925 +775	+4%	+$19.3K	0.14%	136
2025 Q1	$525K	Buy	+20,150	New	+$517K	0.17%	115

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

Garden State Investment Advisory Services's EIPX Position: Q3 2025 in Review

Garden State Investment Advisory Services sold out of FT Energy Income Partners Strategy ETF (EIPX) in Q3 2025, closing a stake of 20,925 shares — an estimated $536K sold.

Garden State Investment Advisory Services first reported a position in EIPX in Q1 2025 and held it in 2 quarters. The position peaked at $536K in Q2 2025. 36 funds tracked by Wall St. Rank hold EIPX as of Q3 2025.

Garden State Investment Advisory Services reported no remaining FT Energy Income Partners Strategy ETF position as of Q3 2025 after selling out during the quarter.
Garden State Investment Advisory Services sold 20,925 FT Energy Income Partners Strategy ETF shares in Q3 2025, an estimated $536K.
Garden State Investment Advisory Services first reported a position in FT Energy Income Partners Strategy ETF in Q1 2025 and held it in 2 quarters.
Garden State Investment Advisory Services's FT Energy Income Partners Strategy ETF position peaked at $536K in Q2 2025.
36 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q3 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q3 2025, filed 14 Nov 2025.