Root Financial Partners’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Root Financial Partners’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 Q3	$21.5K	Buy	+851	New	+$21.5K	﹤0.01%	1512

Other funds holding TUSI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Root Financial Partners's TUSI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Touchstone Ultra Short Income ETF (TUSI) in Q3 2026: 851 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #1512 among its holdings.

58 funds tracked by Wall St. Rank hold TUSI as of Q3 2026.

Root Financial Partners held 851 shares of Touchstone Ultra Short Income ETF worth $21.5K as of Q3 2026.
Touchstone Ultra Short Income ETF was a new Root Financial Partners position in Q3 2026.
Touchstone Ultra Short Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1512 holding.
58 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.