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Independent Advisor Alliance’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Independent Advisor Alliance’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 		– Sell
-29,012
Closed -$735K – 1587
2026
Q1 		$735K Buy
+29,012
New +$736K 0.01% 974

Other funds holding TUSI

Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RG
RHL Group Holly, Michigan $120M AUM
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Independent Advisor Alliance sold out of Touchstone Ultra Short Income ETF (TUSI) in Q2 2026, closing a stake of 29,012 shares — an estimated $735K sold.

Independent Advisor Alliance first reported a position in TUSI in Q1 2026 and held it in 1 quarter. The position peaked at $735K in Q1 2026. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Touchstone Ultra Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 29,012 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $735K.
  • Independent Advisor Alliance first reported a position in Touchstone Ultra Short Income ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Touchstone Ultra Short Income ETF position peaked at $735K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

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