VCM
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Virtue Capital Management’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Virtue Capital Management’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
2025
Q2 		– Sell
-20,870
Closed -$544K – 315
2025
Q1 		$544K Buy
+20,870
New +$536K 0.06% 243
2024
Q3 		– Sell
-22,260
Closed -$532K – 296
2024
Q2 		$532K Buy
22,260
+1,285
+6% +$30K 0.09% 195
2024
Q1 		$492K Buy
+20,975
New +$453K 0.09% 207

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Virtue Capital Management's EIPX Position: Q2 2025 in Review

Virtue Capital Management sold out of FT Energy Income Partners Strategy ETF (EIPX) in Q2 2025, closing a stake of 20,870 shares — an estimated $544K sold.

Virtue Capital Management first reported a position in EIPX in Q1 2024 and held it in 3 quarters. The position peaked at $544K in Q1 2025. 36 funds tracked by Wall St. Rank hold EIPX as of Q2 2025.

  • Virtue Capital Management reported no remaining FT Energy Income Partners Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Virtue Capital Management sold 20,870 FT Energy Income Partners Strategy ETF shares in Q2 2025, an estimated $544K.
  • Virtue Capital Management first reported a position in FT Energy Income Partners Strategy ETF in Q1 2024 and held it in 3 quarters.
  • Virtue Capital Management's FT Energy Income Partners Strategy ETF position peaked at $544K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.