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Kestra Private Wealth Services’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Kestra Private Wealth Services’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 		$891K Buy
28,461
+3,403
+14% +$109K 0.01% 963
2026
Q1 		$806K Buy
25,058
+3,575
+17% +$107K 0.01% 956
2025
Q4 		$568K Buy
21,483
+1,013
+5% +$26.8K 0.01% 1097
2025
Q3 		$536K Sell
20,470
-41
-0.2% -$1.06K 0.01% 1061
2025
Q2 		$526K Buy
20,511
+5,309
+35% +$132K 0.01% 1016
2025
Q1 		$396K Buy
+15,202
New +$390K 0.01% 1074

Other funds holding EIPX

AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Kestra Private Wealth Services's EIPX Position: Q2 2026 in Review

Kestra Private Wealth Services increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 14% in Q2 2026, buying an estimated $109K and bringing the position to 28,461 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #963.

Kestra Private Wealth Services first reported a position in EIPX in Q1 2025 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • Kestra Private Wealth Services held 28,461 shares of FT Energy Income Partners Strategy ETF worth $891K as of Q2 2026.
  • Kestra Private Wealth Services bought 3,403 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $109K.
  • FT Energy Income Partners Strategy ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #963 holding.
  • Kestra Private Wealth Services first reported a position in FT Energy Income Partners Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.