AW
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Alteri Wealth’s Touchstone Securitized Income ETF TSEC Stock Holding History

Alteri Wealth’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 		$926K Buy
35,883
+3,162
+10% +$81.7K 0.26% 93
2026
Q1 		$844K Buy
+32,721
New +$856K 0.27% 88

Other funds holding TSEC

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Alteri Wealth's TSEC Position: Q2 2026 in Review

Alteri Wealth increased its Touchstone Securitized Income ETF (TSEC) stake by 9.7% in Q2 2026, buying an estimated $81.7K and bringing the position to 35,883 shares worth $926K. The position accounts for 0.26% of the portfolio, ranked #93.

Alteri Wealth first reported a position in TSEC in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold TSEC as of Q2 2026.

  • Alteri Wealth held 35,883 shares of Touchstone Securitized Income ETF worth $926K as of Q2 2026.
  • Alteri Wealth bought 3,162 Touchstone Securitized Income ETF shares in Q2 2026, an estimated $81.7K.
  • Touchstone Securitized Income ETF made up 0.26% of Alteri Wealth's portfolio in Q2 2026, its #93 holding.
  • Alteri Wealth first reported a position in Touchstone Securitized Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Touchstone Securitized Income ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.