Independent Advisor Alliance’s Touchstone Dynamic International ETF TDI Stock Holding History

Independent Advisor Alliance’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	–	Sell	-23,168	Closed	-$955K	–	1573
2026 Q1	$955K	Buy	+23,168	New	+$969K	0.01%	851

Other funds holding TDI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TWA

Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IWS

Intentional Wealth Strategies Colorado Springs, Colorado $107M AUM

Independent Advisor Alliance's TDI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Touchstone Dynamic International ETF (TDI) in Q2 2026, closing a stake of 23,168 shares — an estimated $955K sold.

Independent Advisor Alliance first reported a position in TDI in Q1 2026 and held it in 1 quarter. The position peaked at $955K in Q1 2026. 40 funds tracked by Wall St. Rank hold TDI as of Q2 2026.

Independent Advisor Alliance reported no remaining Touchstone Dynamic International ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 23,168 Touchstone Dynamic International ETF shares in Q2 2026, an estimated $955K.
Independent Advisor Alliance first reported a position in Touchstone Dynamic International ETF in Q1 2026 and held it in 1 quarter.
Independent Advisor Alliance's Touchstone Dynamic International ETF position peaked at $955K in Q1 2026.
40 funds tracked by Wall St. Rank held Touchstone Dynamic International ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.