Cornerstone Wealth Management’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Cornerstone Wealth Management’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 Q3	$1.8M	Buy	71,479 +5,018	+8%	+$127K	0.08%	225
2026 Q2	$1.68M	Buy	66,461 +6,637	+11%	+$168K	0.07%	243
2026 Q1	$1.51M	Buy	59,824 +937	+2%	+$23.8K	0.08%	237
2025 Q4	$1.49M	Buy	58,887 +14,624	+33%	+$371K	0.08%	215
2025 Q3	$1.12M	Buy	+44,263	New	+$1.12M	0.06%	261

Other funds holding TUSI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Cornerstone Wealth Management's TUSI Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Touchstone Ultra Short Income ETF (TUSI) stake by 7.6% in Q3 2026, buying an estimated $127K and bringing the position to 71,479 shares worth $1.8M. The position accounts for 0.08% of the portfolio, ranked #225.

Cornerstone Wealth Management first reported a position in TUSI in Q3 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold TUSI as of Q3 2026.

Cornerstone Wealth Management held 71,479 shares of Touchstone Ultra Short Income ETF worth $1.8M as of Q3 2026.
Cornerstone Wealth Management bought 5,018 Touchstone Ultra Short Income ETF shares in Q3 2026, an estimated $127K.
Touchstone Ultra Short Income ETF made up 0.08% of Cornerstone Wealth Management's portfolio in Q3 2026, its #225 holding.
Cornerstone Wealth Management first reported a position in Touchstone Ultra Short Income ETF in Q3 2025 and has held it in 5 quarters since.
56 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.