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West Branch Capital’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

West Branch Capital’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 		– Sell
-520
Closed -$13.7K – 391
2025
Q4 		$13.7K Sell
520
-520
-50% -$13.8K ﹤0.01% 226
2025
Q3 		$27.2K Hold
1,040
– – 0.01% 182
2025
Q2 		$26.7K Buy
+1,040
New +$25.9K 0.01% 190

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

West Branch Capital's EIPX Position: Q1 2026 in Review

West Branch Capital sold out of FT Energy Income Partners Strategy ETF (EIPX) in Q1 2026, closing a stake of 520 shares — an estimated $13.7K sold.

West Branch Capital first reported a position in EIPX in Q2 2025 and held it in 3 quarters. The position peaked at $27.2K in Q3 2025. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

  • West Branch Capital reported no remaining FT Energy Income Partners Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • West Branch Capital sold 520 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $13.7K.
  • West Branch Capital first reported a position in FT Energy Income Partners Strategy ETF in Q2 2025 and held it in 3 quarters.
  • West Branch Capital's FT Energy Income Partners Strategy ETF position peaked at $27.2K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.