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Atlas Wealth’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Atlas Wealth’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 		$2.03M Sell
80,174
-31,844
-28% -$807K 0.29% 75
2026
Q1 		$2.84M Sell
112,018
-37,495
-25% -$952K 0.85% 39
2025
Q4 		$3.79M Buy
149,513
+15,922
+12% +$404K 1.15% 29
2025
Q3 		$3.39M Buy
133,591
+102,402
+328% +$2.6M 1.09% 30
2025
Q2 		$790K Buy
+31,189
New +$790K 0.29% 54

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

Atlas Wealth's TUSI Position: Q2 2026 in Review

Atlas Wealth reduced its Touchstone Ultra Short Income ETF (TUSI) stake by 28% in Q2 2026, selling an estimated $807K and leaving 80,174 shares worth $2.03M. The position accounts for 0.29% of the portfolio, ranked #75.

Atlas Wealth first reported a position in TUSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.79M in Q4 2025. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Atlas Wealth held 80,174 shares of Touchstone Ultra Short Income ETF worth $2.03M as of Q2 2026.
  • Atlas Wealth sold 31,844 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $807K.
  • Touchstone Ultra Short Income ETF made up 0.29% of Atlas Wealth's portfolio in Q2 2026, its #75 holding.
  • Atlas Wealth first reported a position in Touchstone Ultra Short Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Atlas Wealth's Touchstone Ultra Short Income ETF position peaked at $3.79M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.