Carson Wealth (CWM LLC)
TUSI icon

Carson Wealth (CWM LLC)’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.22M Buy
285,123
+272,831
+2,220% +$6.92M 0.02% 670
2025
Q4 		$311K Buy
+12,292
New +$312K ﹤0.01% 2233

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 $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $20.5B AUM 24.45% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $112M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TUSI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Touchstone Ultra Short Income ETF (TUSI) stake by 2,220% in Q1 2026, buying an estimated $6.92M and bringing the position to 285,123 shares worth $7.22M. The position accounts for 0.02% of the portfolio, ranked #670.

Carson Wealth (CWM LLC) first reported a position in TUSI in Q4 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold TUSI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 285,123 shares of Touchstone Ultra Short Income ETF worth $7.22M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 272,831 Touchstone Ultra Short Income ETF shares in Q1 2026, an estimated $6.92M.
  • Touchstone Ultra Short Income ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #670 holding.
  • Carson Wealth (CWM LLC) first reported a position in Touchstone Ultra Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.