Stifel Financial
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Stifel Financial’s Parametric Equity Premium Income ETF PAPI Stock Holding History

Stifel Financial’s Portfolio PAPI Stock Details PAPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.78M Buy
66,532
+52,425
+372% +$1.4M ﹤0.01% 2174
2026
Q1 		$386K Sell
14,107
-29,102
-67% -$799K ﹤0.01% 3020
2025
Q4 		$1.11M Buy
43,209
+690
+2% +$17.8K ﹤0.01% 2365
2025
Q3 		$1.11M Buy
42,519
+931
+2% +$24.1K ﹤0.01% 2339
2025
Q2 		$1.05M Buy
41,588
+12,839
+45% +$325K ﹤0.01% 2298
2025
Q1 		$763K Buy
+28,749
New +$764K ﹤0.01% 2406

Other funds holding PAPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Stifel Financial's PAPI Position: Q2 2026 in Review

Stifel Financial increased its Parametric Equity Premium Income ETF (PAPI) stake by 372% in Q2 2026, buying an estimated $1.4M and bringing the position to 66,532 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Stifel Financial first reported a position in PAPI in Q1 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold PAPI as of Q2 2026.

  • Stifel Financial held 66,532 shares of Parametric Equity Premium Income ETF worth $1.78M as of Q2 2026.
  • Stifel Financial bought 52,425 Parametric Equity Premium Income ETF shares in Q2 2026, an estimated $1.4M.
  • Parametric Equity Premium Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2174 holding.
  • Stifel Financial first reported a position in Parametric Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held Parametric Equity Premium Income ETF as of Q2 2026.

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