ACG
TUSI icon

Allen Capital Group’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Allen Capital Group’s Portfolio TUSI Stock Details TUSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.41M Sell
372,475
-107,361
-22% -$2.72M 0.77% 29
2026
Q1 		$12.1M Buy
+479,836
New +$12.2M 1.09% 24

Other funds holding TUSI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RG
RHL Group Holly, Michigan $120M AUM
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Allen Capital Group's TUSI Position: Q2 2026 in Review

Allen Capital Group reduced its Touchstone Ultra Short Income ETF (TUSI) stake by 22% in Q2 2026, selling an estimated $2.72M and leaving 372,475 shares worth $9.41M. The position accounts for 0.77% of the portfolio, ranked #29.

Allen Capital Group first reported a position in TUSI in Q1 2026 and has held it in 2 quarters since. The position peaked at $12.1M in Q1 2026. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Allen Capital Group held 372,475 shares of Touchstone Ultra Short Income ETF worth $9.41M as of Q2 2026.
  • Allen Capital Group sold 107,361 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $2.72M.
  • Touchstone Ultra Short Income ETF made up 0.77% of Allen Capital Group's portfolio in Q2 2026, its #29 holding.
  • Allen Capital Group first reported a position in Touchstone Ultra Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Allen Capital Group's Touchstone Ultra Short Income ETF position peaked at $12.1M in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.