Raymond James Financial
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Raymond James Financial’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Raymond James Financial’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 		$52M Buy
2,055,544
+1,190,902
+138% +$30.2M 0.02% 829
2025
Q4 		$21.9M Buy
864,642
+315,971
+58% +$8.02M 0.01% 1377
2025
Q3 		$13.9M Buy
548,671
+388,336
+242% +$9.86M ﹤0.01% 1673
2025
Q2 		$4.06M Sell
160,335
-97,673
-38% -$2.47M ﹤0.01% 2516
2025
Q1 		$6.53M Buy
+258,008
New +$6.55M ﹤0.01% 2140

Other funds holding TUSI

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
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

Raymond James Financial's TUSI Position: Q1 2026 in Review

Raymond James Financial increased its Touchstone Ultra Short Income ETF (TUSI) stake by 138% in Q1 2026, buying an estimated $30.2M and bringing the position to 2,055,544 shares worth $52M. The position accounts for 0.02% of the portfolio, ranked #829.

Raymond James Financial 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.

  • Raymond James Financial held 2,055,544 shares of Touchstone Ultra Short Income ETF worth $52M as of Q1 2026.
  • Raymond James Financial bought 1,190,902 Touchstone Ultra Short Income ETF shares in Q1 2026, an estimated $30.2M.
  • Touchstone Ultra Short Income ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #829 holding.
  • Raymond James Financial 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.