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 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

Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.11B AUM 13.85% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Teucrium Investment Advisors Burlington, Vermont $129M AUM

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 $38B AUM 19.66% 1-Year Est. Return