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Puff Wealth Management’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Puff Wealth Management’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 		$1.08M Buy
+42,663
New +$1.08M 1.1% 29
2025
Q4 		$1.83M Buy
72,439
+40,029
+124% +$1.02M 2.37% 15
2025
Q3 		$822K Buy
+32,410
New +$823K 1.25% 28

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

Puff Wealth Management's TUSI Position: Q2 2026 in Review

Puff Wealth Management opened a new position in Touchstone Ultra Short Income ETF (TUSI) in Q2 2026: 42,663 shares worth $1.08M. The stake represents 1.1% of the portfolio and ranks #29 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in TUSI as recently as Q4 2025.

Puff Wealth Management first reported a position in TUSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q4 2025. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Puff Wealth Management held 42,663 shares of Touchstone Ultra Short Income ETF worth $1.08M as of Q2 2026.
  • Touchstone Ultra Short Income ETF was a new Puff Wealth Management position in Q2 2026.
  • Touchstone Ultra Short Income ETF made up 1.1% of Puff Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Puff Wealth Management first reported a position in Touchstone Ultra Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Puff Wealth Management's Touchstone Ultra Short Income ETF position peaked at $1.83M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.