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Opal Wealth Advisors’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Opal Wealth 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 		– Sell
-861
Closed -$21.8K – 555
2026
Q1 		$21.8K Buy
+861
New +$21.9K ﹤0.01% 584

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

Opal Wealth Advisors's TUSI Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Touchstone Ultra Short Income ETF (TUSI) in Q2 2026, closing a stake of 861 shares — an estimated $21.8K sold.

Opal Wealth Advisors first reported a position in TUSI in Q1 2026 and held it in 1 quarter. The position peaked at $21.8K in Q1 2026. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Touchstone Ultra Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 861 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $21.8K.
  • Opal Wealth Advisors first reported a position in Touchstone Ultra Short Income ETF in Q1 2026 and held it in 1 quarter.
  • Opal Wealth Advisors's Touchstone Ultra Short Income ETF position peaked at $21.8K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.