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

OneDigital 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 		$726K Sell
23,192
-30
-0.1% -$959 0.01% 884
2026
Q1 		$747K Sell
23,222
-1,434
-6% -$42.9K 0.01% 786
2025
Q4 		$652K Buy
+24,656
New +$652K 0.01% 843

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
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
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

OneDigital Investment Advisors's EIPX Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its FT Energy Income Partners Strategy ETF (EIPX) stake by 0.13% in Q2 2026, selling an estimated $959 and leaving 23,192 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #884.

OneDigital Investment Advisors first reported a position in EIPX in Q4 2025 and has held it in 3 quarters since. The position peaked at $747K in Q1 2026. 47 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • OneDigital Investment Advisors held 23,192 shares of FT Energy Income Partners Strategy ETF worth $726K as of Q2 2026.
  • OneDigital Investment Advisors sold 30 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $959.
  • FT Energy Income Partners Strategy ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #884 holding.
  • OneDigital Investment Advisors first reported a position in FT Energy Income Partners Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's FT Energy Income Partners Strategy ETF position peaked at $747K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.