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Forge Financial Services’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Forge Financial Services’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 		$1.36M Buy
53,967
+32,001
+146% +$811K 0.12% 18
2026
Q1 		$556K Buy
+21,966
New +$557K 0.06% 21

Other funds holding TUSI

Raymond James Financial
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
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RG
RHL Group Holly, Michigan $120M AUM
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Forge Financial Services's TUSI Position: Q2 2026 in Review

Forge Financial Services increased its Touchstone Ultra Short Income ETF (TUSI) stake by 146% in Q2 2026, buying an estimated $811K and bringing the position to 53,967 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #18.

Forge Financial Services first reported a position in TUSI in Q1 2026 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Forge Financial Services held 53,967 shares of Touchstone Ultra Short Income ETF worth $1.36M as of Q2 2026.
  • Forge Financial Services bought 32,001 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $811K.
  • Touchstone Ultra Short Income ETF made up 0.12% of Forge Financial Services's portfolio in Q2 2026, its #18 holding.
  • Forge Financial Services first reported a position in Touchstone Ultra Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.