LPL Financial
TUSI icon

LPL Financial’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

LPL Financial’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 		$60M Buy
2,377,125
+618,120
+35% +$15.7M 0.01% 917
2026
Q1 		$44.5M Buy
1,759,005
+695,663
+65% +$17.7M 0.01% 971
2025
Q4 		$26.9M Buy
1,063,342
+475,275
+81% +$12.1M 0.01% 1212
2025
Q3 		$14.9M Buy
588,067
+239,865
+69% +$6.09M ﹤0.01% 1567
2025
Q2 		$8.82M Buy
348,202
+261,199
+300% +$6.62M ﹤0.01% 1839
2025
Q1 		$2.2M Buy
87,003
+31,310
+56% +$794K ﹤0.01% 2870
2024
Q4 		$1.41M Buy
55,693
+16,370
+42% +$416K ﹤0.01% 3194
2024
Q3 		$999K Buy
+39,323
New +$998K ﹤0.01% 3406

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
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

LPL Financial's TUSI Position: Q2 2026 in Review

LPL Financial increased its Touchstone Ultra Short Income ETF (TUSI) stake by 35% in Q2 2026, buying an estimated $15.7M and bringing the position to 2,377,125 shares worth $60M. The position accounts for 0.01% of the portfolio, ranked #917.

LPL Financial first reported a position in TUSI in Q3 2024 and has held it in 8 quarters since. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • LPL Financial held 2,377,125 shares of Touchstone Ultra Short Income ETF worth $60M as of Q2 2026.
  • LPL Financial bought 618,120 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $15.7M.
  • Touchstone Ultra Short Income ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #917 holding.
  • LPL Financial first reported a position in Touchstone Ultra Short Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.