Summit Trail Advisors’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Summit Trail 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 Q1	$2.84M	Sell	88,414 -27,591	-24%	-$825K	0.04%	329
2025 Q4	$3.07M	Buy	116,005 +5,785	+5%	+$153K	0.05%	228
2025 Q3	$2.88M	Buy	110,220 +8,896	+9%	+$231K	0.04%	261
2025 Q2	$2.6M	Sell	101,324 -1,928	-2%	-$47.9K	0.04%	215
2025 Q1	$2.69M	Buy	103,252 +4,110	+4%	+$106K	0.09%	71
2024 Q4	$2.43M	Buy	99,142 +22,286	+29%	+$557K	0.09%	77
2024 Q3	$1.86M	Buy	+76,856	New	+$1.84M	0.05%	167

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Summit Trail Advisors's EIPX Position: Q1 2026 in Review

Summit Trail Advisors reduced its FT Energy Income Partners Strategy ETF (EIPX) stake by 24% in Q1 2026, selling an estimated $825K and leaving 88,414 shares worth $2.84M. The position accounts for 0.04% of the portfolio, ranked #329.

Summit Trail Advisors first reported a position in EIPX in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.07M in Q4 2025. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

Summit Trail Advisors held 88,414 shares of FT Energy Income Partners Strategy ETF worth $2.84M as of Q1 2026.
Summit Trail Advisors sold 27,591 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $825K.
FT Energy Income Partners Strategy ETF made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #329 holding.
Summit Trail Advisors first reported a position in FT Energy Income Partners Strategy ETF in Q3 2024 and has held it in 7 quarters since.
Summit Trail Advisors's FT Energy Income Partners Strategy ETF position peaked at $3.07M in Q4 2025.
49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.