Stifel Financial
EIPX icon

Stifel Financial’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Stifel Financial’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 		$7.74M Buy
247,310
+1,162
+0.5% +$37.1K 0.01% 1170
2026
Q1 		$7.92M Buy
246,148
+91,900
+60% +$2.75M 0.01% 1078
2025
Q4 		$4.08M Buy
154,248
+5,174
+3% +$137K ﹤0.01% 1445
2025
Q3 		$3.9M Buy
149,074
+2,940
+2% +$76.3K ﹤0.01% 1431
2025
Q2 		$3.75M Sell
146,134
-27,292
-16% -$678K ﹤0.01% 1417
2025
Q1 		$4.52M Sell
173,426
-12,233
-7% -$314K ﹤0.01% 1244
2024
Q4 		$4.55M Buy
185,659
+1,417
+0.8% +$35.4K ﹤0.01% 1262
2024
Q3 		$4.45M Buy
184,242
+6,312
+4% +$151K ﹤0.01% 1274
2024
Q2 		$4.15M Buy
177,930
+1,789
+1% +$41.8K ﹤0.01% 1252
2024
Q1 		$4.06M Buy
176,141
+2,874
+2% +$62K ﹤0.01% 1265
2023
Q4 		$3.69M Sell
173,267
-1,249
-0.7% -$26.4K ﹤0.01% 1284
2023
Q3 		$3.68M Sell
174,516
-9,436
-5% -$198K 0.01% 1205
2023
Q2 		$3.7M Buy
183,952
+317
+0.2% +$6.36K 0.01% 1225
2023
Q1 		$3.65M Buy
+183,635
New +$3.7M 0.01% 1207

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

Stifel Financial's EIPX Position: Q2 2026 in Review

Stifel Financial increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 0.47% in Q2 2026, buying an estimated $37.1K and bringing the position to 247,310 shares worth $7.74M. The position accounts for 0.01% of the portfolio, ranked #1170.

Stifel Financial first reported a position in EIPX in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.92M in Q1 2026. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • Stifel Financial held 247,310 shares of FT Energy Income Partners Strategy ETF worth $7.74M as of Q2 2026.
  • Stifel Financial bought 1,162 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $37.1K.
  • FT Energy Income Partners Strategy ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1170 holding.
  • Stifel Financial first reported a position in FT Energy Income Partners Strategy ETF in Q1 2023 and has held it in 14 quarters since.
  • Stifel Financial's FT Energy Income Partners Strategy ETF position peaked at $7.92M in Q1 2026.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.