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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 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

Brookwood Investment Group's TUSI Position: Q1 2026 in Review

Brookwood Investment Group reduced its Touchstone Ultra Short Income ETF (TUSI) stake by 44% in Q1 2026, selling an estimated $591K and leaving 29,829 shares worth $755K. The position accounts for 0.09% of the portfolio, ranked #204.

Brookwood Investment Group first reported a position in TUSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.35M in Q4 2025. 53 funds tracked by Wall St. Rank hold TUSI as of Q1 2026.

  • Brookwood Investment Group held 29,829 shares of Touchstone Ultra Short Income ETF worth $755K as of Q1 2026.
  • Brookwood Investment Group sold 23,295 Touchstone Ultra Short Income ETF shares in Q1 2026, an estimated $591K.
  • Touchstone Ultra Short Income ETF made up 0.09% of Brookwood Investment Group's portfolio in Q1 2026, its #204 holding.
  • Brookwood Investment Group first reported a position in Touchstone Ultra Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Brookwood Investment Group's Touchstone Ultra Short Income ETF position peaked at $1.35M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.