Retirement Planning Group (Kansas)’s Touchstone Securitized Income ETF TSEC Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio TSEC Stock Details TSEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.6M	Buy	758,554 +391,970	+107%	+$10.1M	0.5%	28
2026 Q1	$9.45M	Buy	366,584 +288,144	+367%	+$7.54M	0.29%	39
2025 Q4	$2.05M	Buy	78,440 +8,449	+12%	+$222K	0.07%	114
2025 Q3	$1.84M	Buy	69,991 +20,652	+42%	+$542K	0.06%	121
2025 Q2	$1.29M	Buy	49,339 +2,627	+6%	+$68.6K	0.05%	122
2025 Q1	$1.22M	Buy	46,712 +851	+2%	+$22.2K	0.06%	112
2024 Q4	$1.19M	Sell	45,861 -2,828	-6%	-$74K	0.06%	114
2024 Q3	$1.29M	Sell	48,689 -4,051	-8%	-$106K	0.07%	109
2024 Q2	$1.37M	Buy	52,740 +2,170	+4%	+$56.2K	0.09%	86
2024 Q1	$1.31M	Buy	50,570 +580	+1%	+$15K	0.1%	80
2023 Q4	$1.28M	Buy	49,990 +36,962	+284%	+$934K	0.11%	62
2023 Q3	$328K	Buy	+13,028	New	+$328K	0.03%	118

Other funds holding TSEC

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Retirement Planning Group (Kansas)'s TSEC Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Touchstone Securitized Income ETF (TSEC) stake by 107% in Q2 2026, buying an estimated $10.1M and bringing the position to 758,554 shares worth $19.6M. The position accounts for 0.5% of the portfolio, ranked #28.

Retirement Planning Group (Kansas) first reported a position in TSEC in Q3 2023 and has held it in 12 quarters since. 19 funds tracked by Wall St. Rank hold TSEC as of Q2 2026.

Retirement Planning Group (Kansas) held 758,554 shares of Touchstone Securitized Income ETF worth $19.6M as of Q2 2026.
Retirement Planning Group (Kansas) bought 391,970 Touchstone Securitized Income ETF shares in Q2 2026, an estimated $10.1M.
Touchstone Securitized Income ETF made up 0.5% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #28 holding.
Retirement Planning Group (Kansas) first reported a position in Touchstone Securitized Income ETF in Q3 2023 and has held it in 12 quarters since.
19 funds tracked by Wall St. Rank held Touchstone Securitized Income ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.