Stifel Financial
FIXT

Stifel Financial’s TCW Core Plus Bond ETF FIXT Stock Holding History

Stifel Financial’s Portfolio FIXT Stock Details FIXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.55M Buy
67,575
+933
+1% +$35.2K ﹤0.01% 1907
2026
Q1 		$2.52M Buy
+66,642
New +$2.55M ﹤0.01% 1792

Other funds holding FIXT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SWM
SilverOak Wealth Management Edina, Minnesota $777M AUM 25.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFG
Shum Financial Group Alameda, California $166M AUM 24.44% 1-Year Est. Return

Stifel Financial's FIXT Position: Q2 2026 in Review

Stifel Financial increased its TCW Core Plus Bond ETF (FIXT) stake by 1.4% in Q2 2026, buying an estimated $35.2K and bringing the position to 67,575 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Stifel Financial first reported a position in FIXT in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold FIXT as of Q2 2026.

  • Stifel Financial held 67,575 shares of TCW Core Plus Bond ETF worth $2.55M as of Q2 2026.
  • Stifel Financial bought 933 TCW Core Plus Bond ETF shares in Q2 2026, an estimated $35.2K.
  • TCW Core Plus Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1907 holding.
  • Stifel Financial first reported a position in TCW Core Plus Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held TCW Core Plus Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.