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Private Advisor Group’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Private Advisor Group’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
Q1 		$7.52M Buy
296,812
+60,909
+26% +$1.55M 0.04% 494
2025
Q4 		$5.98M Buy
235,903
+49,929
+27% +$1.27M 0.03% 556
2025
Q3 		$4.72M Buy
185,974
+166,264
+844% +$4.22M 0.02% 640
2025
Q2 		$499K Buy
19,710
+8,155
+71% +$207K ﹤0.01% 1691
2025
Q1 		$293K Buy
+11,555
New +$293K ﹤0.01% 1892

Other funds holding TUSI

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $129M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Private Advisor Group's TUSI Position: Q1 2026 in Review

Private Advisor Group increased its Touchstone Ultra Short Income ETF (TUSI) stake by 26% in Q1 2026, buying an estimated $1.55M and bringing the position to 296,812 shares worth $7.52M. The position accounts for 0.04% of the portfolio, ranked #494.

Private Advisor Group first reported a position in TUSI in Q1 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold TUSI as of Q1 2026.

  • Private Advisor Group held 296,812 shares of Touchstone Ultra Short Income ETF worth $7.52M as of Q1 2026.
  • Private Advisor Group bought 60,909 Touchstone Ultra Short Income ETF shares in Q1 2026, an estimated $1.55M.
  • Touchstone Ultra Short Income ETF made up 0.04% of Private Advisor Group's portfolio in Q1 2026, its #494 holding.
  • Private Advisor Group first reported a position in Touchstone Ultra Short Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.