Retirement Planning Group (Kansas)’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Retirement Planning Group (Kansas)’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	$12M	Buy	473,334 +316,668	+202%	+$8.03M	0.3%	38
2026 Q1	$3.97M	Buy	156,666 +13,992	+10%	+$355K	0.12%	76
2025 Q4	$3.61M	Buy	142,674 +15,051	+12%	+$382K	0.12%	77
2025 Q3	$3.24M	Sell	127,623 -26,431	-17%	-$671K	0.11%	79
2025 Q2	$3.9M	Sell	154,054 -4,002	-3%	-$101K	0.17%	50
2025 Q1	$4M	Buy	158,056 +149	+0.1%	+$3.78K	0.19%	47
2024 Q4	$4M	Buy	157,907 +188	+0.1%	+$4.78K	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

Other funds holding TUSI

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 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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RHL Group Holly, Michigan $120M AUM

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Retirement Planning Group (Kansas) increased its Touchstone Ultra Short Income ETF (TUSI) stake by 202% in Q2 2026, buying an estimated $8.03M and bringing the position to 473,334 shares worth $12M. The position accounts for 0.3% of the portfolio, ranked #38.

Retirement Planning Group (Kansas) first reported a position in TUSI in Q4 2023 and has held it in 11 quarters since. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

Retirement Planning Group (Kansas) held 473,334 shares of Touchstone Ultra Short Income ETF worth $12M as of Q2 2026.
Retirement Planning Group (Kansas) bought 316,668 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $8.03M.
Touchstone Ultra Short Income ETF made up 0.3% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #38 holding.
Retirement Planning Group (Kansas) first reported a position in Touchstone Ultra Short Income ETF in Q4 2023 and has held it in 11 quarters since.
68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

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