UBS Group
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UBS Group’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

UBS Group’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 		$1.3M Buy
41,692
+3,339
+9% +$107K ﹤0.01% 5503
2026
Q1 		$1.23M Buy
38,353
+479
+1% +$14.3K ﹤0.01% 5385
2025
Q4 		$1M Buy
37,874
+144
+0.4% +$3.81K ﹤0.01% 5574
2025
Q3 		$987K Sell
37,730
-5
-0% -$130 ﹤0.01% 5584
2025
Q2 		$967K Buy
37,735
+28,190
+295% +$701K ﹤0.01% 5475
2025
Q1 		$249K Sell
9,545
-298
-3% -$7.65K ﹤0.01% 6388
2024
Q4 		$241K Sell
9,843
-44
-0.4% -$1.1K ﹤0.01% 6339
2024
Q3 		$239K Sell
9,887
-500
-5% -$12K ﹤0.01% 5738
2024
Q2 		$243K Buy
10,387
+4,516
+77% +$106K ﹤0.01% 5536
2024
Q1 		$135K Buy
+5,871
New +$127K ﹤0.01% 6087
2023
Q1 		– Sell
-700
Closed -$14K – 9771
2022
Q4 		$14K Buy
+700
New +$14.1K ﹤0.01% 8116

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

UBS Group's EIPX Position: Q2 2026 in Review

UBS Group increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 8.7% in Q2 2026, buying an estimated $107K and bringing the position to 41,692 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #5503.

UBS Group first reported a position in EIPX in Q4 2022 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • UBS Group held 41,692 shares of FT Energy Income Partners Strategy ETF worth $1.3M as of Q2 2026.
  • UBS Group bought 3,339 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $107K.
  • FT Energy Income Partners Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5503 holding.
  • UBS Group first reported a position in FT Energy Income Partners Strategy ETF in Q4 2022 and has held it in 11 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.