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Bolthouse Investments’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Bolthouse Investments’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 		$322K Hold
12,709
– – 0.29% 57
2025
Q4 		$322K Buy
+12,709
New +$323K 0.29% 57

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 $1.23B AUM 19.04% 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 $21.8B AUM 28.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bolthouse Investments's TUSI Position: Q1 2026 in Review

Bolthouse Investments held its Touchstone Ultra Short Income ETF (TUSI) position steady in Q1 2026 at 12,709 shares worth $322K. The position accounts for 0.29% of the portfolio, ranked #57.

Bolthouse Investments first reported a position in TUSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $322K in Q4 2025. 53 funds tracked by Wall St. Rank hold TUSI as of Q1 2026.

  • Bolthouse Investments held 12,709 shares of Touchstone Ultra Short Income ETF worth $322K as of Q1 2026.
  • Bolthouse Investments left its Touchstone Ultra Short Income ETF share count unchanged in Q1 2026.
  • Touchstone Ultra Short Income ETF made up 0.29% of Bolthouse Investments's portfolio in Q1 2026, its #57 holding.
  • Bolthouse Investments first reported a position in Touchstone Ultra Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Bolthouse Investments's Touchstone Ultra Short Income ETF position peaked at $322K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.