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Gladstone Institutional Advisory’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-13,242
Closed -$336K – 846
2025
Q3 		$336K Buy
+13,242
New +$336K 0.01% 610

Other funds holding TUSI

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $112M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RAS
RPS Advisory Solutions Louisville, Kentucky $151M AUM 29.89% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

Gladstone Institutional Advisory's TUSI Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of Touchstone Ultra Short Income ETF (TUSI) in Q4 2025, closing a stake of 13,242 shares — an estimated $336K sold.

Gladstone Institutional Advisory first reported a position in TUSI in Q3 2025 and held it in 1 quarter. The position peaked at $336K in Q3 2025. 45 funds tracked by Wall St. Rank hold TUSI as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining Touchstone Ultra Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 13,242 Touchstone Ultra Short Income ETF shares in Q4 2025, an estimated $336K.
  • Gladstone Institutional Advisory first reported a position in Touchstone Ultra Short Income ETF in Q3 2025 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Touchstone Ultra Short Income ETF position peaked at $336K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.