Navis Wealth Advisors’s Touchstone Large Company Growth ETF TLG Stock Holding History

Navis Wealth Advisors’s Portfolio TLG Stock Details TLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$208K	Buy	+7,428	New	+$202K	0.08%	189

Other funds holding TLG

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Navis Wealth Advisors's TLG Position: Q3 2026 in Review

Navis Wealth Advisors opened a new position in Touchstone Large Company Growth ETF (TLG) in Q3 2026: 7,428 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #189 among its holdings.

12 funds tracked by Wall St. Rank hold TLG as of Q3 2026.

Navis Wealth Advisors held 7,428 shares of Touchstone Large Company Growth ETF worth $208K as of Q3 2026.
Touchstone Large Company Growth ETF was a new Navis Wealth Advisors position in Q3 2026.
Touchstone Large Company Growth ETF made up 0.08% of Navis Wealth Advisors's portfolio in Q3 2026, its #189 holding.
12 funds tracked by Wall St. Rank held Touchstone Large Company Growth ETF as of Q3 2026.

Based on Navis Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.