FRA
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FFG Retirement Advisors’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

FFG Retirement 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 		$4.87M Buy
192,840
+77,651
+67% +$1.97M 2.58% 20
2026
Q1 		$2.92M Buy
115,189
+55,525
+93% +$1.41M 1.7% 26
2025
Q4 		$1.51M Sell
59,664
-628
-1% -$15.9K 0.94% 39
2025
Q3 		$1.53M Sell
60,292
-83,636
-58% -$2.12M 0.95% 40
2025
Q2 		$3.64M Sell
143,928
-63,172
-31% -$1.6M 2.28% 17
2025
Q1 		$5.24M Buy
207,100
+84,699
+69% +$2.15M 3.57% 8
2024
Q4 		$3.1M Buy
+122,401
New +$3.11M 2.02% 21

Other funds holding TUSI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return