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

Legacy Investment Solutions’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 		$417K Buy
+16,274
New +$405K 0.22% 58
2024
Q4 		$277K Buy
10,795
+6,206
+135% +$155K 0.18% 62
2024
Q3 		$116K Buy
+4,589
New +$110K 0.07% 79

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

Legacy Investment Solutions's EIPX Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in FT Energy Income Partners Strategy ETF (EIPX) in Q2 2025: 16,274 shares worth $417K. The stake represents 0.22% of the portfolio and ranks #58 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in EIPX as recently as Q4 2024.

Legacy Investment Solutions first reported a position in EIPX in Q3 2024 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold EIPX as of Q2 2025.

  • Legacy Investment Solutions held 16,274 shares of FT Energy Income Partners Strategy ETF worth $417K as of Q2 2025.
  • FT Energy Income Partners Strategy ETF was a new Legacy Investment Solutions position in Q2 2025.
  • FT Energy Income Partners Strategy ETF made up 0.22% of Legacy Investment Solutions's portfolio in Q2 2025, its #58 holding.
  • Legacy Investment Solutions first reported a position in FT Energy Income Partners Strategy ETF in Q3 2024 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.