GIA
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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
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $129M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RAS
RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.21B AUM 21.13% 1-Year Est. Return