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 Q1	$735K	Buy	+29,012	New	+$736K	0.01%	974

Other funds holding TUSI

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

TIA

Teucrium Investment Advisors Burlington, Vermont $129M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Independent Advisor Alliance's TUSI Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Touchstone Ultra Short Income ETF (TUSI) in Q1 2026: 29,012 shares worth $735K. The stake represents 0.01% of the portfolio and ranks #974 among its holdings.

53 funds tracked by Wall St. Rank hold TUSI as of Q1 2026.

Independent Advisor Alliance held 29,012 shares of Touchstone Ultra Short Income ETF worth $735K as of Q1 2026.
Touchstone Ultra Short Income ETF was a new Independent Advisor Alliance position in Q1 2026.
Touchstone Ultra Short Income ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #974 holding.
53 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.