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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
Q2 		$331K Buy
7,365
+125
+2% +$5.56K 0.01% 944
2026
Q1 		$299K Buy
+7,240
New +$303K 0.01% 889

Other funds holding TDI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IWS
Intentional Wealth Strategies Colorado Springs, Colorado $107M AUM

Mount Yale Investment Advisors's TDI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Touchstone Dynamic International ETF (TDI) stake by 1.7% in Q2 2026, buying an estimated $5.56K and bringing the position to 7,365 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #944.

Mount Yale Investment Advisors first reported a position in TDI in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold TDI as of Q2 2026.

  • Mount Yale Investment Advisors held 7,365 shares of Touchstone Dynamic International ETF worth $331K as of Q2 2026.
  • Mount Yale Investment Advisors bought 125 Touchstone Dynamic International ETF shares in Q2 2026, an estimated $5.56K.
  • Touchstone Dynamic International ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #944 holding.
  • Mount Yale Investment Advisors first reported a position in Touchstone Dynamic International ETF in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Touchstone Dynamic International ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.