Seed Wealth Management’s Touchstone Securitized Income ETF TSEC Stock Holding History

Seed Wealth Management’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
2025 Q1	–	Sell	-11,860	Closed	-$308K	–	155
2024 Q4	$308K	Sell	11,860 -340	-3%	-$8.9K	0.25%	102
2024 Q3	$324K	Hold	12,200	–	–	0.26%	97
2024 Q2	$316K	Buy	+12,200	New	+$316K	0.28%	94

Other funds holding TSEC

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WCM

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

MCCP

Mission Creek Capital Partners San Francisco, California $569M AUM 32.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Seed Wealth Management's TSEC Position: Q1 2025 in Review

Seed Wealth Management sold out of Touchstone Securitized Income ETF (TSEC) in Q1 2025, closing a stake of 11,860 shares — an estimated $308K sold.

Seed Wealth Management first reported a position in TSEC in Q2 2024 and held it in 3 quarters. The position peaked at $324K in Q3 2024. 9 funds tracked by Wall St. Rank hold TSEC as of Q1 2025.

Seed Wealth Management reported no remaining Touchstone Securitized Income ETF position as of Q1 2025 after selling out during the quarter.
Seed Wealth Management sold 11,860 Touchstone Securitized Income ETF shares in Q1 2025, an estimated $308K.
Seed Wealth Management first reported a position in Touchstone Securitized Income ETF in Q2 2024 and held it in 3 quarters.
Seed Wealth Management's Touchstone Securitized Income ETF position peaked at $324K in Q3 2024.
9 funds tracked by Wall St. Rank held Touchstone Securitized Income ETF as of Q1 2025.

Based on Seed Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.