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Mount Yale Investment Advisors’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Mount Yale Investment Advisors’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 		$3.99M Sell
157,937
-87,652
-36% -$2.22M 0.07% 259
2026
Q1 		$6.22M Buy
245,589
+57,166
+30% +$1.45M 0.14% 161
2025
Q4 		$4.77M Buy
+188,423
New +$4.78M 0.23% 95

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

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

Mount Yale Investment Advisors reduced its Touchstone Ultra Short Income ETF (TUSI) stake by 36% in Q2 2026, selling an estimated $2.22M and leaving 157,937 shares worth $3.99M. The position accounts for 0.07% of the portfolio, ranked #259.

Mount Yale Investment Advisors first reported a position in TUSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.22M in Q1 2026. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Mount Yale Investment Advisors held 157,937 shares of Touchstone Ultra Short Income ETF worth $3.99M as of Q2 2026.
  • Mount Yale Investment Advisors sold 87,652 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $2.22M.
  • Touchstone Ultra Short Income ETF made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #259 holding.
  • Mount Yale Investment Advisors first reported a position in Touchstone Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Touchstone Ultra Short Income ETF position peaked at $6.22M in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

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