Sendero Wealth Management’s Touchstone Large Company Growth ETF TLG Stock Holding History

Sendero Wealth Management’s Portfolio TLG Stock Details TLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,095,264	Closed	-$28.9M	–	226
2026 Q2	$28.9M	Buy	1,095,264 +5,910	+0.5%	+$157K	2.88%	6
2026 Q1	$25.4M	Buy	+1,089,354	New	+$25.8M	2.81%	6

Other funds holding TLG

OMC

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Sendero Wealth Management's TLG Position: Q3 2026 in Review

Sendero Wealth Management sold out of Touchstone Large Company Growth ETF (TLG) in Q3 2026, closing a stake of 1,095,264 shares — an estimated $28.9M sold.

Sendero Wealth Management first reported a position in TLG in Q1 2026 and held it in 2 quarters. The position peaked at $28.9M in Q2 2026. 1 fund tracked by Wall St. Rank holds TLG as of Q3 2026.

Sendero Wealth Management reported no remaining Touchstone Large Company Growth ETF position as of Q3 2026 after selling out during the quarter.
Sendero Wealth Management sold 1,095,264 Touchstone Large Company Growth ETF shares in Q3 2026, an estimated $28.9M.
Sendero Wealth Management first reported a position in Touchstone Large Company Growth ETF in Q1 2026 and held it in 2 quarters.
Sendero Wealth Management's Touchstone Large Company Growth ETF position peaked at $28.9M in Q2 2026.
1 fund tracked by Wall St. Rank held Touchstone Large Company Growth ETF as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.