Steward Partners Investment Advisory’s Touchstone Securitized Income ETF TSEC Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	$2.75M	Buy	106,514 +41,802	+65%	+$1.08M	0.01%	785
2026 Q1	$1.67M	Buy	64,712 +45,275	+233%	+$1.18M	0.01%	927
2025 Q4	$509K	Sell	19,437 -850	-4%	-$22.3K	﹤0.01%	1412
2025 Q3	$532K	Sell	20,287 -20,189	-50%	-$530K	﹤0.01%	1338
2025 Q2	$1.06M	Sell	40,476 -43,246	-52%	-$1.13M	0.01%	972
2025 Q1	$2.19M	Buy	83,722 +77,543	+1,255%	+$2.03M	0.02%	639
2024 Q4	$161K	Buy	6,179 +1,796	+41%	+$47K	﹤0.01%	1737
2024 Q3	$117K	Buy	+4,383	New	+$115K	﹤0.01%	1804

Other funds holding TSEC

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RPGK

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

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WCM

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

Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Steward Partners Investment Advisory's TSEC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Touchstone Securitized Income ETF (TSEC) stake by 65% in Q2 2026, buying an estimated $1.08M and bringing the position to 106,514 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #785.

Steward Partners Investment Advisory first reported a position in TSEC in Q3 2024 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold TSEC as of Q2 2026.

Steward Partners Investment Advisory held 106,514 shares of Touchstone Securitized Income ETF worth $2.75M as of Q2 2026.
Steward Partners Investment Advisory bought 41,802 Touchstone Securitized Income ETF shares in Q2 2026, an estimated $1.08M.
Touchstone Securitized Income ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #785 holding.
Steward Partners Investment Advisory first reported a position in Touchstone Securitized Income ETF in Q3 2024 and has held it in 8 quarters since.
19 funds tracked by Wall St. Rank held Touchstone Securitized Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.