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

Integrated Wealth Concepts’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	$1.3M	Sell	40,279 -1,712	-4%	-$51.2K	0.01%	973
2025 Q4	$1.11M	Sell	41,991 -8,749	-17%	-$231K	0.01%	728
2025 Q3	$1.33M	Sell	50,740 -980	-2%	-$25.4K	0.01%	846
2025 Q2	$1.33M	Sell	51,720 -2,534	-5%	-$63K	0.01%	783
2025 Q1	$1.41M	Sell	54,254 -413	-0.8%	-$10.6K	0.02%	678
2024 Q4	$1.34M	Buy	54,667 +1,798	+3%	+$45K	0.02%	699
2024 Q3	$1.28M	Buy	52,869 +23,481	+80%	+$562K	0.02%	708
2024 Q2	$686K	Buy	+29,388	New	+$687K	0.01%	917

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

Integrated Wealth Concepts's EIPX Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its FT Energy Income Partners Strategy ETF (EIPX) stake by 4.1% in Q1 2026, selling an estimated $51.2K and leaving 40,279 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #973.

Integrated Wealth Concepts first reported a position in EIPX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q1 2025. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

Integrated Wealth Concepts held 40,279 shares of FT Energy Income Partners Strategy ETF worth $1.3M as of Q1 2026.
Integrated Wealth Concepts sold 1,712 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $51.2K.
FT Energy Income Partners Strategy ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #973 holding.
Integrated Wealth Concepts first reported a position in FT Energy Income Partners Strategy ETF in Q2 2024 and has held it in 8 quarters since.
Integrated Wealth Concepts's FT Energy Income Partners Strategy ETF position peaked at $1.41M in Q1 2025.
49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.