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Brookwood Investment Group’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Brookwood Investment Group’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 		$1.03M Buy
40,900
+11,071
+37% +$281K 0.12% 182
2026
Q1 		$755K Sell
29,829
-23,295
-44% -$591K 0.09% 204
2025
Q4 		$1.35M Buy
+53,124
New +$1.35M 0.16% 127

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 $15.3B AUM 25.33% 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

Brookwood Investment Group's TUSI Position: Q2 2026 in Review

Brookwood Investment Group increased its Touchstone Ultra Short Income ETF (TUSI) stake by 37% in Q2 2026, buying an estimated $281K and bringing the position to 40,900 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #182.

Brookwood Investment Group first reported a position in TUSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.35M in Q4 2025. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Brookwood Investment Group held 40,900 shares of Touchstone Ultra Short Income ETF worth $1.03M as of Q2 2026.
  • Brookwood Investment Group bought 11,071 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $281K.
  • Touchstone Ultra Short Income ETF made up 0.12% of Brookwood Investment Group's portfolio in Q2 2026, its #182 holding.
  • Brookwood Investment Group first reported a position in Touchstone Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Brookwood Investment Group's Touchstone Ultra Short Income ETF position peaked at $1.35M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.