J. M. Brown & Associates’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

J. M. Brown & Associates’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	$207K	Buy	+8,184	New	+$207K	0.12%	164

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

J. M. Brown & Associates's TUSI Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Touchstone Ultra Short Income ETF (TUSI) in Q2 2026: 8,184 shares worth $207K. The stake represents 0.12% of the portfolio and ranks #164 among its holdings.

66 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

J. M. Brown & Associates held 8,184 shares of Touchstone Ultra Short Income ETF worth $207K as of Q2 2026.
Touchstone Ultra Short Income ETF was a new J. M. Brown & Associates position in Q2 2026.
Touchstone Ultra Short Income ETF made up 0.12% of J. M. Brown & Associates's portfolio in Q2 2026, its #164 holding.
66 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.