Osaic Holdings’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Osaic Holdings’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	$7.33M	Buy	290,799 +87,998	+43%	+$2.23M	0.01%	1254
2026 Q2	$5.12M	Buy	202,801 +4,355	+2%	+$110K	0.01%	1515
2026 Q1	$5.02M	Buy	198,446 +38,201	+24%	+$969K	0.01%	1353
2025 Q4	$4.06M	Buy	160,245 +16,104	+11%	+$409K	0.01%	1522
2025 Q3	$3.65M	Sell	144,141 -15,768	-10%	-$400K	0.01%	1715
2025 Q2	$4.05M	Buy	159,909 +37,864	+31%	+$959K	0.01%	1387
2025 Q1	$3.09M	Buy	122,045 +53,718	+79%	+$1.36M	0.01%	1341
2024 Q4	$1.73M	Buy	68,327 +11,715	+21%	+$298K	﹤0.01%	1773
2024 Q3	$1.44M	Buy	56,612 +13,334	+31%	+$338K	﹤0.01%	1974
2024 Q2	$1.09M	Buy	+43,278	New	+$1.09M	﹤0.01%	2132

Other funds holding TUSI

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

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

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

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

RPGK

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

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Osaic Holdings's TUSI Position: Q3 2026 in Review

Osaic Holdings increased its Touchstone Ultra Short Income ETF (TUSI) stake by 43% in Q3 2026, buying an estimated $2.23M and bringing the position to 290,799 shares worth $7.33M. The position accounts for 0.01% of the portfolio, ranked #1254.

Osaic Holdings first reported a position in TUSI in Q2 2024 and has held it in 10 quarters since. 55 funds tracked by Wall St. Rank hold TUSI as of Q3 2026.

Osaic Holdings held 290,799 shares of Touchstone Ultra Short Income ETF worth $7.33M as of Q3 2026.
Osaic Holdings bought 87,998 Touchstone Ultra Short Income ETF shares in Q3 2026, an estimated $2.23M.
Touchstone Ultra Short Income ETF made up 0.01% of Osaic Holdings's portfolio in Q3 2026, its #1254 holding.
Osaic Holdings first reported a position in Touchstone Ultra Short Income ETF in Q2 2024 and has held it in 10 quarters since.
55 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.