Kestra Advisory Services
TDI icon

Kestra Advisory Services’s Touchstone Dynamic International ETF TDI Stock Holding History

Kestra Advisory Services’s Portfolio TDI Stock Details TDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$302K Sell
6,433
-945
-13% -$43.6K ﹤0.01% 2963
2026
Q2 		$331K Sell
7,378
-2,702
-27% -$120K ﹤0.01% 2669
2026
Q1 		$416K Buy
+10,080
New +$422K ﹤0.01% 2370

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Lifestyle Asset Management
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Intentional Wealth Strategies
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Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
RPS Advisory Solutions
RPS Advisory Solutions Louisville, Kentucky $153M AUM 25.12% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Kestra Advisory Services's TDI Position: Q3 2026 in Review

Kestra Advisory Services reduced its Touchstone Dynamic International ETF (TDI) stake by 13% in Q3 2026, selling an estimated $43.6K and leaving 6,433 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2963.

Kestra Advisory Services first reported a position in TDI in Q1 2026 and has held it in 3 quarters since. The position peaked at $416K in Q1 2026. 29 funds tracked by Wall St. Rank hold TDI as of Q3 2026.

  • Kestra Advisory Services held 6,433 shares of Touchstone Dynamic International ETF worth $302K as of Q3 2026.
  • Kestra Advisory Services sold 945 Touchstone Dynamic International ETF shares in Q3 2026, an estimated $43.6K.
  • Touchstone Dynamic International ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2963 holding.
  • Kestra Advisory Services first reported a position in Touchstone Dynamic International ETF in Q1 2026 and has held it in 3 quarters since.
  • Kestra Advisory Services's Touchstone Dynamic International ETF position peaked at $416K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Touchstone Dynamic International ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.