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Legacy Wealth Management (Idaho)’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Legacy Wealth Management (Idaho)’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 		$963K Buy
30,782
+4,761
+18% +$152K 0.4% 72
2026
Q1 		$837K Sell
26,021
-4,716
-15% -$141K 0.42% 59
2025
Q4 		$813K Buy
30,737
+12,437
+68% +$329K 0.39% 56
2025
Q3 		$479K Buy
18,300
+2,026
+12% +$52.6K 0.22% 68
2025
Q2 		$417K Buy
16,274
+4,046
+33% +$101K 0.22% 58
2025
Q1 		$319K Buy
12,228
+1,433
+13% +$36.8K 0.23% 55
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

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

Legacy Wealth Management (Idaho)'s EIPX Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 18% in Q2 2026, buying an estimated $152K and bringing the position to 30,782 shares worth $963K. The position accounts for 0.4% of the portfolio, ranked #72.

Legacy Wealth Management (Idaho) first reported a position in EIPX in Q3 2024 and has held it in 8 quarters since. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 30,782 shares of FT Energy Income Partners Strategy ETF worth $963K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 4,761 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $152K.
  • FT Energy Income Partners Strategy ETF made up 0.4% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #72 holding.
  • Legacy Wealth Management (Idaho) first reported a position in FT Energy Income Partners Strategy ETF in Q3 2024 and has held it in 8 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.