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Modern Wealth Management’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Modern Wealth 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 		$1.06M Sell
34,023
-595
-2% -$19K 0.01% 508
2026
Q1 		$1.1M Buy
34,618
+2,626
+8% +$78.5K 0.02% 401
2025
Q4 		$846K Buy
31,992
+8,225
+35% +$218K 0.02% 436
2025
Q3 		$622K Buy
23,767
+351
+1% +$9.11K 0.01% 465
2025
Q2 		$600K Sell
23,416
-382
-2% -$9.5K 0.01% 448
2025
Q1 		$620K Buy
23,798
+4,374
+23% +$112K 0.02% 374
2024
Q4 		$476K Buy
+19,424
New +$486K 0.02% 372

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

Modern Wealth Management's EIPX Position: Q2 2026 in Review

Modern Wealth Management reduced its FT Energy Income Partners Strategy ETF (EIPX) stake by 1.7% in Q2 2026, selling an estimated $19K and leaving 34,023 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #508.

Modern Wealth Management first reported a position in EIPX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q1 2026. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • Modern Wealth Management held 34,023 shares of FT Energy Income Partners Strategy ETF worth $1.06M as of Q2 2026.
  • Modern Wealth Management sold 595 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $19K.
  • FT Energy Income Partners Strategy ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #508 holding.
  • Modern Wealth Management first reported a position in FT Energy Income Partners Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's FT Energy Income Partners Strategy ETF position peaked at $1.1M in Q1 2026.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

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