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
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

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