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
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

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
AG
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group's EIPX Position: Q1 2026 in Review

UBS Group increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 1.3% in Q1 2026, buying an estimated $14.3K and bringing the position to 38,353 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #5385.

UBS Group first reported a position in EIPX in Q4 2022 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

  • UBS Group held 38,353 shares of FT Energy Income Partners Strategy ETF worth $1.23M as of Q1 2026.
  • UBS Group bought 479 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $14.3K.
  • FT Energy Income Partners Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5385 holding.
  • UBS Group first reported a position in FT Energy Income Partners Strategy ETF in Q4 2022 and has held it in 10 quarters since.
  • 49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.