Stifel Financial
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Stifel Financial’s Northern Trust US Quality Large Cap ETF QLC Stock Holding History

Stifel Financial’s Portfolio QLC Stock Details QLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,979
Closed -$454K – 3469
2024
Q3 		$454K Buy
6,979
+10
+0.1% +$626 ﹤0.01% 2736
2024
Q2 		$429K Buy
6,969
+44
+0.6% +$2.59K ﹤0.01% 2724
2024
Q1 		$408K Buy
+6,925
New +$385K ﹤0.01% 2728

Other funds holding QLC

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

Stifel Financial's QLC Position: Q4 2024 in Review

Stifel Financial sold out of Northern Trust US Quality Large Cap ETF (QLC) in Q4 2024, closing a stake of 6,979 shares — an estimated $454K sold.

Stifel Financial first reported a position in QLC in Q1 2024 and held it in 3 quarters. The position peaked at $454K in Q3 2024. 47 funds tracked by Wall St. Rank hold QLC as of Q4 2024.

  • Stifel Financial reported no remaining Northern Trust US Quality Large Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 6,979 Northern Trust US Quality Large Cap ETF shares in Q4 2024, an estimated $454K.
  • Stifel Financial first reported a position in Northern Trust US Quality Large Cap ETF in Q1 2024 and held it in 3 quarters.
  • Stifel Financial's Northern Trust US Quality Large Cap ETF position peaked at $454K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Northern Trust US Quality Large Cap ETF as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.