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Congress Wealth Management’s Touchstone Securitized Income ETF TSEC Stock Holding History

Congress Wealth Management’s Portfolio TSEC Stock Details TSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$346K Buy
+13,227
New +$346K ﹤0.01% 1026

Other funds holding TSEC

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MCCP
Mission Creek Capital Partners San Francisco, California $569M AUM 32.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Congress Wealth Management's TSEC Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Touchstone Securitized Income ETF (TSEC) in Q2 2025: 13,227 shares worth $346K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

14 funds tracked by Wall St. Rank hold TSEC as of Q2 2025.

  • Congress Wealth Management held 13,227 shares of Touchstone Securitized Income ETF worth $346K as of Q2 2025.
  • Touchstone Securitized Income ETF was a new Congress Wealth Management position in Q2 2025.
  • Touchstone Securitized Income ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1026 holding.
  • 14 funds tracked by Wall St. Rank held Touchstone Securitized Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.