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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
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

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
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
GK
Graney & King Latham, New York $186M AUM 15.71% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Global Retirement Partners's EIPX Position: Q4 2025 in Review

Global Retirement Partners held its FT Energy Income Partners Strategy ETF (EIPX) position steady in Q4 2025 at 5,208 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Global Retirement Partners first reported a position in EIPX in Q3 2024 and has held it in 5 quarters since. The position peaked at $169K in Q3 2024. 42 funds tracked by Wall St. Rank hold EIPX as of Q4 2025.

  • Global Retirement Partners held 5,208 shares of FT Energy Income Partners Strategy ETF worth $138K as of Q4 2025.
  • Global Retirement Partners left its FT Energy Income Partners Strategy ETF share count unchanged in Q4 2025.
  • FT Energy Income Partners Strategy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1700 holding.
  • Global Retirement Partners first reported a position in FT Energy Income Partners Strategy ETF in Q3 2024 and has held it in 5 quarters since.
  • Global Retirement Partners's FT Energy Income Partners Strategy ETF position peaked at $169K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.