Sigma Planning Corp’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Sigma Planning Corp’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	$642K	Buy	20,508 +4,823	+31%	+$154K	0.02%	798
2026 Q1	$504K	Buy	15,685 +1,835	+13%	+$54.9K	0.01%	830
2025 Q4	$366K	Sell	13,850 -465	-3%	-$12.3K	0.01%	934
2025 Q3	$375K	Buy	14,315 +107	+0.8%	+$2.78K	0.01%	940
2025 Q2	$364K	Buy	14,208 +5,460	+62%	+$136K	0.01%	921
2025 Q1	$228K	Buy	+8,748	New	+$225K	0.01%	1070

Other funds holding EIPX

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Sigma Planning Corp's EIPX Position: Q2 2026 in Review

Sigma Planning Corp increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 31% in Q2 2026, buying an estimated $154K and bringing the position to 20,508 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #798.

Sigma Planning Corp first reported a position in EIPX in Q1 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

Sigma Planning Corp held 20,508 shares of FT Energy Income Partners Strategy ETF worth $642K as of Q2 2026.
Sigma Planning Corp bought 4,823 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $154K.
FT Energy Income Partners Strategy ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #798 holding.
Sigma Planning Corp first reported a position in FT Energy Income Partners Strategy ETF in Q1 2025 and has held it in 6 quarters since.
29 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.