Northwest Financial Advisors’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Northwest Financial 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	$1.44M	Buy	+57,197	New	+$1.45M	0.19%	25

Other funds holding TUSI

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RHL Group Holly, Michigan $120M AUM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Northwest Financial Advisors's TUSI Position: Q2 2026 in Review

Northwest Financial Advisors opened a new position in Touchstone Ultra Short Income ETF (TUSI) in Q2 2026: 57,197 shares worth $1.44M. The stake represents 0.19% of the portfolio and ranks #25 among its holdings.

68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

Northwest Financial Advisors held 57,197 shares of Touchstone Ultra Short Income ETF worth $1.44M as of Q2 2026.
Touchstone Ultra Short Income ETF was a new Northwest Financial Advisors position in Q2 2026.
Touchstone Ultra Short Income ETF made up 0.19% of Northwest Financial Advisors's portfolio in Q2 2026, its #25 holding.
68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.