Rockefeller Capital Management’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Rockefeller Capital 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	$3.58M	Sell	111,366 -8,815	-7%	-$263K	0.01%	1055
2025 Q4	$3.18M	Buy	120,181 +11,292	+10%	+$299K	0.01%	1049
2025 Q3	$2.85M	Buy	108,889 +10,779	+11%	+$280K	0.01%	1021
2025 Q2	$2.51M	Buy	98,110 +1,855	+2%	+$46.1K	0.01%	1031
2025 Q1	$2.51M	Sell	96,255 -990	-1%	-$25.4K	0.01%	948
2024 Q4	$2.38M	Buy	97,245 +205	+0.2%	+$5.13K	0.01%	955
2024 Q3	$2.35M	Sell	97,040 -241	-0.2%	-$5.77K	0.01%	944
2024 Q2	$2.27M	Sell	97,281 -1,005	-1%	-$23.5K	0.01%	931
2024 Q1	$2.27M	Sell	98,286 -12,026	-11%	-$259K	0.01%	958
2023 Q4	$2.35M	Sell	110,312 -12,587	-10%	-$266K	0.01%	862
2023 Q3	$2.59M	Sell	122,899 -84,549	-41%	-$1.78M	0.01%	758
2023 Q2	$4.18M	Sell	207,448 -3,420	-2%	-$68.6K	0.02%	634
2023 Q1	$4.19M	Buy	210,868 +123,397	+141%	+$2.49M	0.02%	609
2022 Q4	$1.74M	Buy	+87,471	New	+$1.76M	0.01%	801

Other funds holding EIPX

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Rockefeller Capital Management's EIPX Position: Q1 2026 in Review

Rockefeller Capital Management reduced its FT Energy Income Partners Strategy ETF (EIPX) stake by 7.3% in Q1 2026, selling an estimated $263K and leaving 111,366 shares worth $3.58M. The position accounts for 0.01% of the portfolio, ranked #1055.

Rockefeller Capital Management first reported a position in EIPX in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.19M in Q1 2023. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

Rockefeller Capital Management held 111,366 shares of FT Energy Income Partners Strategy ETF worth $3.58M as of Q1 2026.
Rockefeller Capital Management sold 8,815 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $263K.
FT Energy Income Partners Strategy ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1055 holding.
Rockefeller Capital Management first reported a position in FT Energy Income Partners Strategy ETF in Q4 2022 and has held it in 14 quarters since.
Rockefeller Capital Management's FT Energy Income Partners Strategy ETF position peaked at $4.19M in Q1 2023.
49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.