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

Marshall Investment Management’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 		$1.63M Buy
50,583
+2,932
+6% +$87.6K 0.78% 41
2025
Q4 		$1.26M Buy
47,651
+858
+2% +$22.7K 0.63% 45
2025
Q3 		$1.22M Buy
+46,793
New +$1.21M 0.65% 42
2025
Q2 		– Sell
-40,412
Closed -$1.05M – 72
2025
Q1 		$1.05M Buy
+40,412
New +$1.04M 0.65% 44

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
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
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

Marshall Investment Management's EIPX Position: Q1 2026 in Review

Marshall Investment Management increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 6.2% in Q1 2026, buying an estimated $87.6K and bringing the position to 50,583 shares worth $1.63M. The position accounts for 0.78% of the portfolio, ranked #41.

Marshall Investment Management first reported a position in EIPX in Q1 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

  • Marshall Investment Management held 50,583 shares of FT Energy Income Partners Strategy ETF worth $1.63M as of Q1 2026.
  • Marshall Investment Management bought 2,932 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $87.6K.
  • FT Energy Income Partners Strategy ETF made up 0.78% of Marshall Investment Management's portfolio in Q1 2026, its #41 holding.
  • Marshall Investment Management first reported a position in FT Energy Income Partners Strategy ETF in Q1 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.