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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $129M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Atlas Wealth's TUSI Position: Q1 2026 in Review

Atlas Wealth reduced its Touchstone Ultra Short Income ETF (TUSI) stake by 25% in Q1 2026, selling an estimated $952K and leaving 112,018 shares worth $2.84M. The position accounts for 0.85% of the portfolio, ranked #39.

Atlas Wealth first reported a position in TUSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.79M in Q4 2025. 53 funds tracked by Wall St. Rank hold TUSI as of Q1 2026.

  • Atlas Wealth held 112,018 shares of Touchstone Ultra Short Income ETF worth $2.84M as of Q1 2026.
  • Atlas Wealth sold 37,495 Touchstone Ultra Short Income ETF shares in Q1 2026, an estimated $952K.
  • Touchstone Ultra Short Income ETF made up 0.85% of Atlas Wealth's portfolio in Q1 2026, its #39 holding.
  • Atlas Wealth first reported a position in Touchstone Ultra Short Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Atlas Wealth's Touchstone Ultra Short Income ETF position peaked at $3.79M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q1 2026.

Based on Atlas Wealth's 13F filing for Q1 2026, filed 6 May 2026.