Great Valley Advisor Group’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Great Valley Advisor Group’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	$404K	Buy	+16,000	New	+$406K	0.01%	784

Other funds holding TUSI

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 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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RHL Group Holly, Michigan $120M AUM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Great Valley Advisor Group's TUSI Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Touchstone Ultra Short Income ETF (TUSI) in Q2 2026: 16,000 shares worth $404K. The stake represents 0.01% of the portfolio and ranks #784 among its holdings.

68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

Great Valley Advisor Group held 16,000 shares of Touchstone Ultra Short Income ETF worth $404K as of Q2 2026.
Touchstone Ultra Short Income ETF was a new Great Valley Advisor Group position in Q2 2026.
Touchstone Ultra Short Income ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #784 holding.
68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.