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

Concurrent Investment Advisors’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 		$2.88M Buy
113,670
+27,500
+32% +$698K 0.03% 497
2025
Q4 		$2.18M Buy
86,170
+2,800
+3% +$71.1K 0.02% 541
2025
Q3 		$2.11M Buy
83,370
+18,000
+28% +$457K 0.04% 452
2025
Q2 		$1.66M Sell
65,370
-1,144
-2% -$29K 0.03% 477
2025
Q1 		$1.68M Buy
66,514
+36,544
+122% +$927K 0.04% 404
2024
Q4 		$758K Buy
+29,970
New +$761K 0.02% 559

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 $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

Concurrent Investment Advisors's TUSI Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Touchstone Ultra Short Income ETF (TUSI) stake by 32% in Q1 2026, buying an estimated $698K and bringing the position to 113,670 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #497.

Concurrent Investment Advisors first reported a position in TUSI in Q4 2024 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold TUSI as of Q1 2026.

  • Concurrent Investment Advisors held 113,670 shares of Touchstone Ultra Short Income ETF worth $2.88M as of Q1 2026.
  • Concurrent Investment Advisors bought 27,500 Touchstone Ultra Short Income ETF shares in Q1 2026, an estimated $698K.
  • Touchstone Ultra Short Income ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #497 holding.
  • Concurrent Investment Advisors first reported a position in Touchstone Ultra Short Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.