MW Advisory’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

MW Advisory’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 Q3	$447K	Buy	+17,730	New	+$449K	0.18%	83

Other funds holding TUSI

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

MW Advisory's TUSI Position: Q3 2026 in Review

MW Advisory opened a new position in Touchstone Ultra Short Income ETF (TUSI) in Q3 2026: 17,730 shares worth $447K. The stake represents 0.18% of the portfolio and ranks #83 among its holdings.

14 funds tracked by Wall St. Rank hold TUSI as of Q3 2026.

MW Advisory held 17,730 shares of Touchstone Ultra Short Income ETF worth $447K as of Q3 2026.
Touchstone Ultra Short Income ETF was a new MW Advisory position in Q3 2026.
Touchstone Ultra Short Income ETF made up 0.18% of MW Advisory's portfolio in Q3 2026, its #83 holding.
14 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q3 2026.

Based on MW Advisory's 13F filing for Q3 2026, filed 19 Oct 2026.