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
Q2 		$67.7M Buy
2,679,145
+623,601
+30% +$15.8M 0.02% 771
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 $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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Raymond James Financial's TUSI Position: Q2 2026 in Review

Raymond James Financial increased its Touchstone Ultra Short Income ETF (TUSI) stake by 30% in Q2 2026, buying an estimated $15.8M and bringing the position to 2,679,145 shares worth $67.7M. The position accounts for 0.02% of the portfolio, ranked #771.

Raymond James Financial first reported a position in TUSI in Q1 2025 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Raymond James Financial held 2,679,145 shares of Touchstone Ultra Short Income ETF worth $67.7M as of Q2 2026.
  • Raymond James Financial bought 623,601 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $15.8M.
  • Touchstone Ultra Short Income ETF made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #771 holding.
  • Raymond James Financial first reported a position in Touchstone Ultra Short Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.