Janney Montgomery Scott
TUSI icon

Janney Montgomery Scott’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Janney Montgomery Scott’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 		$7.09M Buy
280,016
+27,378
+11% +$695K 0.02% 705
2025
Q4 		$6.4M Buy
252,638
+34,402
+16% +$873K 0.01% 777
2025
Q3 		$5.53M Buy
218,236
+55,900
+34% +$1.42M 0.01% 849
2025
Q2 		$4.11M Buy
162,336
+21,643
+15% +$548K 0.01% 895
2025
Q1 		$3.56M Sell
140,693
-12,509
-8% -$317K 0.01% 910
2024
Q4 		$3.88M Buy
153,202
+44,137
+40% +$1.12M 0.01% 868
2024
Q3 		$2.77M Buy
109,065
+68,898
+172% +$1.75M 0.01% 982
2024
Q2 		$1.01M Sell
40,167
-7,233
-15% -$183K ﹤0.01% 1435
2024
Q1 		$1.2M Buy
47,400
+5,585
+13% +$141K ﹤0.01% 1427
2023
Q4 		$1.05M Buy
41,815
+26,765
+178% +$672K ﹤0.01% 1420
2023
Q3 		$376K Buy
+15,050
New +$377K ﹤0.01% 1983

Other funds holding TUSI

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.11B 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return