Mount Yale Investment Advisors’s Touchstone Dynamic International ETF TDI Stock Holding History

Mount Yale Investment Advisors’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 Q1	$299K	Buy	+7,240	New	+$303K	0.01%	889

Other funds holding TDI

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

RAS

RPS Advisory Solutions Louisville, Kentucky $176M AUM 22.27% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Mount Yale Investment Advisors's TDI Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Touchstone Dynamic International ETF (TDI) in Q1 2026: 7,240 shares worth $299K. The stake represents 0.01% of the portfolio and ranks #889 among its holdings.

30 funds tracked by Wall St. Rank hold TDI as of Q1 2026.

Mount Yale Investment Advisors held 7,240 shares of Touchstone Dynamic International ETF worth $299K as of Q1 2026.
Touchstone Dynamic International ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Touchstone Dynamic International ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #889 holding.
30 funds tracked by Wall St. Rank held Touchstone Dynamic International ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.