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 Q2	$2.75M	Sell	108,770 -4,900	-4%	-$124K	0.02%	617
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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RHL Group Holly, Michigan $120M AUM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Concurrent Investment Advisors's TUSI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Touchstone Ultra Short Income ETF (TUSI) stake by 4.3% in Q2 2026, selling an estimated $124K and leaving 108,770 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #617.

Concurrent Investment Advisors first reported a position in TUSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.88M in Q1 2026. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

Concurrent Investment Advisors held 108,770 shares of Touchstone Ultra Short Income ETF worth $2.75M as of Q2 2026.
Concurrent Investment Advisors sold 4,900 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $124K.
Touchstone Ultra Short Income ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #617 holding.
Concurrent Investment Advisors first reported a position in Touchstone Ultra Short Income ETF in Q4 2024 and has held it in 7 quarters since.
Concurrent Investment Advisors's Touchstone Ultra Short Income ETF position peaked at $2.88M in Q1 2026.
68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.