Kingsview Wealth Management’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Kingsview Wealth Management’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
2025 Q1	–	Sell	-9,180	Closed	-$232K	–	1185
2024 Q4	$232K	Buy	+9,180	New	+$233K	﹤0.01%	1001

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

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Kingsview Wealth Management's TUSI Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Touchstone Ultra Short Income ETF (TUSI) in Q1 2025, closing a stake of 9,180 shares — an estimated $232K sold.

Kingsview Wealth Management first reported a position in TUSI in Q4 2024 and held it in 1 quarter. The position peaked at $232K in Q4 2024. 20 funds tracked by Wall St. Rank hold TUSI as of Q1 2025.

Kingsview Wealth Management reported no remaining Touchstone Ultra Short Income ETF position as of Q1 2025 after selling out during the quarter.
Kingsview Wealth Management sold 9,180 Touchstone Ultra Short Income ETF shares in Q1 2025, an estimated $232K.
Kingsview Wealth Management first reported a position in Touchstone Ultra Short Income ETF in Q4 2024 and held it in 1 quarter.
Kingsview Wealth Management's Touchstone Ultra Short Income ETF position peaked at $232K in Q4 2024.
20 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.