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Global Retirement Partners’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Global Retirement Partners’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 		$163K Buy
+5,208
New +$166K ﹤0.01% 1712
2025
Q4 		$138K Hold
5,208
– – ﹤0.01% 1700
2025
Q3 		$136K Hold
5,208
– – ﹤0.01% 1366
2025
Q2 		$133K Buy
+5,208
New +$129K ﹤0.01% 1286
2024
Q4 		$128K Sell
5,208
-1,798
-26% -$45K ﹤0.01% 1155
2024
Q3 		$169K Buy
+7,006
New +$168K 0.01% 984

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
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 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

Global Retirement Partners's EIPX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in FT Energy Income Partners Strategy ETF (EIPX) in Q2 2026: 5,208 shares worth $163K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EIPX as recently as Q4 2025.

Global Retirement Partners first reported a position in EIPX in Q3 2024 and has held it in 6 quarters since. The position peaked at $169K in Q3 2024. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • Global Retirement Partners held 5,208 shares of FT Energy Income Partners Strategy ETF worth $163K as of Q2 2026.
  • FT Energy Income Partners Strategy ETF was a new Global Retirement Partners position in Q2 2026.
  • FT Energy Income Partners Strategy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1712 holding.
  • Global Retirement Partners first reported a position in FT Energy Income Partners Strategy ETF in Q3 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's FT Energy Income Partners Strategy ETF position peaked at $169K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.