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Golden State Wealth Management’s Touchstone Dynamic International ETF TDI Stock Holding History

Golden State Wealth Management’s Portfolio TDI Stock Details TDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75M Sell
38,929
-1,164
-3% -$51.8K 0.16% 133
2026
Q1 		$1.65M Buy
+40,093
New +$1.68M 0.18% 114

Other funds holding TDI

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
IWS
Intentional Wealth Strategies Colorado Springs, Colorado $107M AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Golden State Wealth Management's TDI Position: Q2 2026 in Review

Golden State Wealth Management reduced its Touchstone Dynamic International ETF (TDI) stake by 2.9% in Q2 2026, selling an estimated $51.8K and leaving 38,929 shares worth $1.75M. The position accounts for 0.16% of the portfolio, ranked #133.

Golden State Wealth Management first reported a position in TDI in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold TDI as of Q2 2026.

  • Golden State Wealth Management held 38,929 shares of Touchstone Dynamic International ETF worth $1.75M as of Q2 2026.
  • Golden State Wealth Management sold 1,164 Touchstone Dynamic International ETF shares in Q2 2026, an estimated $51.8K.
  • Touchstone Dynamic International ETF made up 0.16% of Golden State Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Golden State Wealth Management first reported a position in Touchstone Dynamic International ETF in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Touchstone Dynamic International ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.