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Mount Yale Investment Advisors’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Mount Yale Investment Advisors’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 		$5.72M Buy
182,710
+21,581
+13% +$690K 0.11% 209
2026
Q1 		$5.18M Buy
+161,129
New +$4.82M 0.12% 181

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
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
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Mount Yale Investment Advisors's EIPX Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 13% in Q2 2026, buying an estimated $690K and bringing the position to 182,710 shares worth $5.72M. The position accounts for 0.11% of the portfolio, ranked #209.

Mount Yale Investment Advisors first reported a position in EIPX in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • Mount Yale Investment Advisors held 182,710 shares of FT Energy Income Partners Strategy ETF worth $5.72M as of Q2 2026.
  • Mount Yale Investment Advisors bought 21,581 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $690K.
  • FT Energy Income Partners Strategy ETF made up 0.11% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #209 holding.
  • Mount Yale Investment Advisors first reported a position in FT Energy Income Partners Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.