Forge Financial Services’s Touchstone Securitized Income ETF TSEC Stock Holding History

Forge Financial Services’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
2026 Q3	$277K	Buy	+11,033	New	+$282K	0.02%	31

Other funds holding TSEC

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

RPGK

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

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

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Alteri Wealth Westlake Village, California $358M AUM 37.59% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Forge Financial Services's TSEC Position: Q3 2026 in Review

Forge Financial Services opened a new position in Touchstone Securitized Income ETF (TSEC) in Q3 2026: 11,033 shares worth $277K. The stake represents 0.02% of the portfolio and ranks #31 among its holdings.

11 funds tracked by Wall St. Rank hold TSEC as of Q3 2026.

Forge Financial Services held 11,033 shares of Touchstone Securitized Income ETF worth $277K as of Q3 2026.
Touchstone Securitized Income ETF was a new Forge Financial Services position in Q3 2026.
Touchstone Securitized Income ETF made up 0.02% of Forge Financial Services's portfolio in Q3 2026, its #31 holding.
11 funds tracked by Wall St. Rank held Touchstone Securitized Income ETF as of Q3 2026.

Based on Forge Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.