HIW
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Holos Integrated Wealth’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Holos Integrated Wealth’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 		$209K Buy
6,572
+2
+0% +$64 0.1% 82
2026
Q1 		$212K Buy
+6,570
New +$196K 0.11% 77

Other funds holding EIPX

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Holos Integrated Wealth's EIPX Position: Q2 2026 in Review

Holos Integrated Wealth increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 0.03% in Q2 2026, buying an estimated $64 and bringing the position to 6,572 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #82.

Holos Integrated Wealth first reported a position in EIPX in Q1 2026 and has held it in 2 quarters since. The position peaked at $212K in Q1 2026. 6 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • Holos Integrated Wealth held 6,572 shares of FT Energy Income Partners Strategy ETF worth $209K as of Q2 2026.
  • Holos Integrated Wealth bought 2 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $64.
  • FT Energy Income Partners Strategy ETF made up 0.1% of Holos Integrated Wealth's portfolio in Q2 2026, its #82 holding.
  • Holos Integrated Wealth first reported a position in FT Energy Income Partners Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's FT Energy Income Partners Strategy ETF position peaked at $212K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.