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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
Q2 		$2.06M Buy
65,788
+15,205
+30% +$486K 0.86% 39
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

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

Marshall Investment Management's EIPX Position: Q2 2026 in Review

Marshall Investment Management increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 30% in Q2 2026, buying an estimated $486K and bringing the position to 65,788 shares worth $2.06M. The position accounts for 0.86% of the portfolio, ranked #39.

Marshall Investment Management first reported a position in EIPX in Q1 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • Marshall Investment Management held 65,788 shares of FT Energy Income Partners Strategy ETF worth $2.06M as of Q2 2026.
  • Marshall Investment Management bought 15,205 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $486K.
  • FT Energy Income Partners Strategy ETF made up 0.86% of Marshall Investment Management's portfolio in Q2 2026, its #39 holding.
  • Marshall Investment Management first reported a position in FT Energy Income Partners Strategy ETF in Q1 2025 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.