Bank of Montreal’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Bank of Montreal’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
2024 Q2	–	Sell	-9,166	Closed	-$232K	–	4255
2024 Q1	$232K	Buy	+9,166	New	+$231K	﹤0.01%	2952

Other funds holding TUSI

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of Montreal's TUSI Position: Q2 2024 in Review

Bank of Montreal sold out of Touchstone Ultra Short Income ETF (TUSI) in Q2 2024, closing a stake of 9,166 shares — an estimated $232K sold.

Bank of Montreal first reported a position in TUSI in Q1 2024 and held it in 1 quarter. The position peaked at $232K in Q1 2024. 5 funds tracked by Wall St. Rank hold TUSI as of Q2 2024.

Bank of Montreal reported no remaining Touchstone Ultra Short Income ETF position as of Q2 2024 after selling out during the quarter.
Bank of Montreal sold 9,166 Touchstone Ultra Short Income ETF shares in Q2 2024, an estimated $232K.
Bank of Montreal first reported a position in Touchstone Ultra Short Income ETF in Q1 2024 and held it in 1 quarter.
Bank of Montreal's Touchstone Ultra Short Income ETF position peaked at $232K in Q1 2024.
5 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.