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Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in LISTED FDS TR

STIFEL FINANCIAL CORP holds 152,252 shares of HEGD (LISTED FDS TR), worth $4.1M as of 2026-Q2. The position was increased (+12.9% shares). HEGD represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$4.1M

Current Shares

152,252

Total Value Change

+$2.5M

Total Shares Change

+82,981

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
152,252
+12.9%
$4.1M0.0%$26.66
30
2026-Q1
Increased
134,851
+14.3%
$3.3M0.0%$25.27
30
2025-Q4
Increased
117,937
+14.3%
$3M0.0%$25.36
30
2025-Q3
Increased
103,176
+18.3%
$2.6M0.0%$24.73
31
2025-Q2
Increased
87,243
+16.2%
$2.1M0.0%$23.28
30
2025-Q1
Increased
75,092
+2.7%
$1.6M0.0%$21.79
26
2024-Q4
Increased
73,145
+5.6%
$1.6M0.0%$22.45
27
2024-Q3
Decreased
69,271
-5.5%
$1.5M0.0%$22.10
0

Other major holders of HEGD: Beacon Pointe Advisors, LLC, LPL Financial LLC, NewEdge Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC

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