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Jaffetilchin Investment Partners’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Jaffetilchin Investment 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
Q2 		– Sell
-11,837
Closed -$308K – 443
2025
Q1 		$308K Buy
+11,837
New +$304K 0.02% 323

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
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Jaffetilchin Investment Partners's EIPX Position: Q2 2025 in Review

Jaffetilchin Investment Partners sold out of FT Energy Income Partners Strategy ETF (EIPX) in Q2 2025, closing a stake of 11,837 shares — an estimated $308K sold.

Jaffetilchin Investment Partners first reported a position in EIPX in Q1 2025 and held it in 1 quarter. The position peaked at $308K in Q1 2025. 36 funds tracked by Wall St. Rank hold EIPX as of Q2 2025.

  • Jaffetilchin Investment Partners reported no remaining FT Energy Income Partners Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 11,837 FT Energy Income Partners Strategy ETF shares in Q2 2025, an estimated $308K.
  • Jaffetilchin Investment Partners first reported a position in FT Energy Income Partners Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's FT Energy Income Partners Strategy ETF position peaked at $308K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.