Retirement Planning Group (Kansas)’s Touchstone Ultra Short Income ETF TUSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.9M | Sell |
154,054
-4,002
| -3% | -$101K | 0.17% | 50 |
|
2025
Q1 | $4M | Buy |
158,056
+149
| +0.1% | +$3.77K | 0.19% | 47 |
|
2024
Q4 | $4M | Buy |
157,907
+188
| +0.1% | +$4.76K | 0.2% | 45 |
|
2024
Q3 | $4.01M | Sell |
157,719
-8,119
| -5% | -$206K | 0.22% | 53 |
|
2024
Q2 | $4.19M | Buy |
165,838
+104
| +0.1% | +$2.63K | 0.27% | 39 |
|
2024
Q1 | $4.18M | Hold |
165,734
| – | – | 0.32% | 38 |
|
2023
Q4 | $4.16M | Buy |
+165,734
| New | +$4.16M | 0.37% | 30 |
|