Avantax Planning Partners
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Avantax Planning Partners’s Touchstone Securitized Income ETF TSEC Stock Holding History

Avantax Planning Partners’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
Q3 		$543K Buy
21,618
+11,755
+119% +$300K 0.01% 274
2026
Q2 		$255K Buy
+9,863
New +$255K 0.01% 394

Other funds holding TSEC

Fort Washington Investment Advisors
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RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Winebrenner Capital Management
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
Alteri Wealth
Alteri Wealth Westlake Village, California $358M AUM 37.59% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return
Forge Financial Services
Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Huntleigh Advisors
Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Avantax Planning Partners's TSEC Position: Q3 2026 in Review

Avantax Planning Partners increased its Touchstone Securitized Income ETF (TSEC) stake by 119% in Q3 2026, buying an estimated $300K and bringing the position to 21,618 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #274.

Avantax Planning Partners first reported a position in TSEC in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold TSEC as of Q3 2026.

  • Avantax Planning Partners held 21,618 shares of Touchstone Securitized Income ETF worth $543K as of Q3 2026.
  • Avantax Planning Partners bought 11,755 Touchstone Securitized Income ETF shares in Q3 2026, an estimated $300K.
  • Touchstone Securitized Income ETF made up 0.01% of Avantax Planning Partners's portfolio in Q3 2026, its #274 holding.
  • Avantax Planning Partners first reported a position in Touchstone Securitized Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Touchstone Securitized Income ETF as of Q3 2026.

Based on Avantax Planning Partners's 13F filing for Q3 2026, filed 3 Nov 2026.