Cabot Wealth Management’s Touchstone Dynamic International ETF TDI Stock Holding History

Cabot Wealth Management’s Portfolio TDI Stock Details TDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.11M	Buy	+44,935	New	+$2.07M	0.21%	81

Other funds holding TDI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Cabot Wealth Management's TDI Position: Q3 2026 in Review

Cabot Wealth Management opened a new position in Touchstone Dynamic International ETF (TDI) in Q3 2026: 44,935 shares worth $2.11M. The stake represents 0.21% of the portfolio and ranks #81 among its holdings.

20 funds tracked by Wall St. Rank hold TDI as of Q3 2026.

Cabot Wealth Management held 44,935 shares of Touchstone Dynamic International ETF worth $2.11M as of Q3 2026.
Touchstone Dynamic International ETF was a new Cabot Wealth Management position in Q3 2026.
Touchstone Dynamic International ETF made up 0.21% of Cabot Wealth Management's portfolio in Q3 2026, its #81 holding.
20 funds tracked by Wall St. Rank held Touchstone Dynamic International ETF as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.