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Family Legacy Financial Solutions’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Family Legacy Financial 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
2025
Q3 		– Sell
-1,997
Closed -$50.6K – 287
2025
Q2 		$50.6K Buy
+1,997
New +$50.6K 0.04% 91

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Steward Partners Investment Advisory
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Royal Bank of Canada
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RAS
RPS Advisory Solutions Louisville, Kentucky $151M AUM 29.89% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Family Legacy Financial Solutions's TUSI Position: Q3 2025 in Review

Family Legacy Financial Solutions sold out of Touchstone Ultra Short Income ETF (TUSI) in Q3 2025, closing a stake of 1,997 shares — an estimated $50.6K sold.

Family Legacy Financial Solutions first reported a position in TUSI in Q2 2025 and held it in 1 quarter. The position peaked at $50.6K in Q2 2025. 32 funds tracked by Wall St. Rank hold TUSI as of Q3 2025.

  • Family Legacy Financial Solutions reported no remaining Touchstone Ultra Short Income ETF position as of Q3 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 1,997 Touchstone Ultra Short Income ETF shares in Q3 2025, an estimated $50.6K.
  • Family Legacy Financial Solutions first reported a position in Touchstone Ultra Short Income ETF in Q2 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's Touchstone Ultra Short Income ETF position peaked at $50.6K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q3 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q3 2025, filed 7 Oct 2025.