Integrated Wealth Concepts’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Integrated Wealth Concepts’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	$25.1M	Buy	993,483 +679,450	+216%	+$17.2M	0.12%	156
2026 Q1	$7.95M	Buy	314,033 +305,923	+3,772%	+$7.76M	0.06%	285
2025 Q4	$205K	Buy	+8,110	New	+$206K	﹤0.01%	1512
2025 Q1	–	Sell	-8,887	Closed	-$225K	–	1827
2024 Q4	$225K	Sell	8,887 -70,947	-89%	-$1.8M	﹤0.01%	1544
2024 Q3	$2.03M	Buy	+79,834	New	+$2.03M	0.02%	543

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

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Integrated Wealth Concepts's TUSI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Touchstone Ultra Short Income ETF (TUSI) stake by 216% in Q2 2026, buying an estimated $17.2M and bringing the position to 993,483 shares worth $25.1M. The position accounts for 0.12% of the portfolio, ranked #156.

Integrated Wealth Concepts first reported a position in TUSI in Q3 2024 and has held it in 5 quarters since. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

Integrated Wealth Concepts held 993,483 shares of Touchstone Ultra Short Income ETF worth $25.1M as of Q2 2026.
Integrated Wealth Concepts bought 679,450 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $17.2M.
Touchstone Ultra Short Income ETF made up 0.12% of Integrated Wealth Concepts's portfolio in Q2 2026, its #156 holding.
Integrated Wealth Concepts first reported a position in Touchstone Ultra Short Income ETF in Q3 2024 and has held it in 5 quarters since.
68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.