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 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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Integrated Wealth Concepts's TUSI Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Touchstone Ultra Short Income ETF (TUSI) stake by 3,772% in Q1 2026, buying an estimated $7.76M and bringing the position to 314,033 shares worth $7.95M. The position accounts for 0.06% of the portfolio, ranked #285.

Integrated Wealth Concepts first reported a position in TUSI in Q3 2024 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold TUSI as of Q1 2026.

Integrated Wealth Concepts held 314,033 shares of Touchstone Ultra Short Income ETF worth $7.95M as of Q1 2026.
Integrated Wealth Concepts bought 305,923 Touchstone Ultra Short Income ETF shares in Q1 2026, an estimated $7.76M.
Touchstone Ultra Short Income ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #285 holding.
Integrated Wealth Concepts first reported a position in Touchstone Ultra Short Income ETF in Q3 2024 and has held it in 4 quarters since.
53 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.