Stifel Financial
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Stifel Financial’s Touchstone Securitized Income ETF TSEC Stock Holding History

Stifel Financial’s Portfolio TSEC Stock Details TSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.45M Buy
95,058
+19,899
+26% +$514K ﹤0.01% 1934
2026
Q1 		$1.94M Buy
75,159
+64,164
+584% +$1.68M ﹤0.01% 1987
2025
Q4 		$288K Sell
10,995
-455
-4% -$11.9K ﹤0.01% 3187
2025
Q3 		$300K Buy
+11,450
New +$301K ﹤0.01% 3109

Other funds holding TSEC

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Stifel Financial's TSEC Position: Q2 2026 in Review

Stifel Financial increased its Touchstone Securitized Income ETF (TSEC) stake by 26% in Q2 2026, buying an estimated $514K and bringing the position to 95,058 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Stifel Financial first reported a position in TSEC in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold TSEC as of Q2 2026.

  • Stifel Financial held 95,058 shares of Touchstone Securitized Income ETF worth $2.45M as of Q2 2026.
  • Stifel Financial bought 19,899 Touchstone Securitized Income ETF shares in Q2 2026, an estimated $514K.
  • Touchstone Securitized Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1934 holding.
  • Stifel Financial first reported a position in Touchstone Securitized Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Touchstone Securitized Income ETF as of Q2 2026.

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