Coppell Advisory Solutions’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Coppell Advisory Solutions’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	$1.76M	Buy	+118,646	New	+$3.01M	0.15%	124
2026 Q1	–	Sell	-82,207	Closed	-$2.08M	–	328
2025 Q4	$2.08M	Buy	82,207 +9,248	+13%	+$235K	0.21%	98
2025 Q3	$1.85M	Sell	72,959 -9,988	-12%	-$254K	0.2%	112
2025 Q2	$2.1M	Sell	82,947 -53,092	-39%	-$1.35M	0.25%	76
2025 Q1	$3.44M	Buy	+136,039	New	+$3.45M	0.48%	39

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

Coppell Advisory Solutions's TUSI Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Touchstone Ultra Short Income ETF (TUSI) in Q2 2026: 118,646 shares worth $1.76M. The stake represents 0.15% of the portfolio and ranks #124 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in TUSI as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in TUSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.44M in Q1 2025. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

Coppell Advisory Solutions held 118,646 shares of Touchstone Ultra Short Income ETF worth $1.76M as of Q2 2026.
Touchstone Ultra Short Income ETF was a new Coppell Advisory Solutions position in Q2 2026.
Touchstone Ultra Short Income ETF made up 0.15% of Coppell Advisory Solutions's portfolio in Q2 2026, its #124 holding.
Coppell Advisory Solutions first reported a position in Touchstone Ultra Short Income ETF in Q1 2025 and has held it in 5 quarters since.
Coppell Advisory Solutions's Touchstone Ultra Short Income ETF position peaked at $3.44M in Q1 2025.
68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.