Concurrent Investment Advisors’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.66M Sell
65,370
-1,144
-2% -$29K 0.03% 474
2025
Q1
$1.68M Buy
66,514
+36,544
+122% +$925K 0.04% 402
2024
Q4
$758K Buy
+29,970
New +$758K 0.02% 553