Harbour Investments’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Harbour Investments’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	$4.45K	Buy	138 +1	+0.7%	+$30	﹤0.01%	3634
2025 Q4	$3.63K	Buy	137 +1	+0.7%	+$26	﹤0.01%	3134
2025 Q3	$3.57K	Buy	136 +1	+0.7%	+$26	﹤0.01%	3103
2025 Q2	$3.47K	Buy	135 +1	+0.7%	+$25	﹤0.01%	2991
2025 Q1	$3.49K	Buy	134 +1	+0.8%	+$26	﹤0.01%	2942
2024 Q4	$3.26K	Buy	133 +1	+0.8%	+$25	﹤0.01%	2882
2024 Q3	$3.19K	Buy	132 +72	+120%	+$1.72K	﹤0.01%	2785
2024 Q2	$1.4K	Hold	60	–	–	﹤0.01%	2917
2024 Q1	$1.38K	Buy	+60	New	+$1.29K	﹤0.01%	2860

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

Harbour Investments's EIPX Position: Q1 2026 in Review

Harbour Investments increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 0.73% in Q1 2026, buying an estimated $30 and bringing the position to 138 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3634.

Harbour Investments first reported a position in EIPX in Q1 2024 and has held it in 9 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

Harbour Investments held 138 shares of FT Energy Income Partners Strategy ETF worth $4.45K as of Q1 2026.
Harbour Investments bought 1 FT Energy Income Partners Strategy ETF share in Q1 2026, an estimated $30.
FT Energy Income Partners Strategy ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3634 holding.
Harbour Investments first reported a position in FT Energy Income Partners Strategy ETF in Q1 2024 and has held it in 9 quarters since.
49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.