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Kestra Advisory Services’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Kestra Advisory Services’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 		$611K Buy
24,193
+7,711
+47% +$195K ﹤0.01% 2192
2026
Q1 		$417K Buy
16,482
+6,951
+73% +$176K ﹤0.01% 2364
2025
Q4 		$241K Buy
+9,531
New +$242K ﹤0.01% 2725

Other funds holding TUSI

Raymond James Financial
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
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RG
RHL Group Holly, Michigan $120M AUM
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Kestra Advisory Services's TUSI Position: Q2 2026 in Review

Kestra Advisory Services increased its Touchstone Ultra Short Income ETF (TUSI) stake by 47% in Q2 2026, buying an estimated $195K and bringing the position to 24,193 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

Kestra Advisory Services first reported a position in TUSI in Q4 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Kestra Advisory Services held 24,193 shares of Touchstone Ultra Short Income ETF worth $611K as of Q2 2026.
  • Kestra Advisory Services bought 7,711 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $195K.
  • Touchstone Ultra Short Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2192 holding.
  • Kestra Advisory Services first reported a position in Touchstone Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.