Steward Partners Investment Advisory’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Steward Partners Investment Advisory’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 Q2	$18.8M	Buy	742,645 +108,409	+17%	+$2.75M	0.1%	207
2026 Q1	$16.1M	Sell	634,236 -170,555	-21%	-$4.33M	0.08%	222
2025 Q4	$20.4M	Buy	804,791 +399,892	+99%	+$10.2M	0.11%	163
2025 Q3	$10.3M	Buy	404,899 +127,549	+46%	+$3.24M	0.06%	277
2025 Q2	$7.02M	Buy	277,350 +276,760	+46,908%	+$7.01M	0.05%	340
2025 Q1	$14.9K	Sell	590 -589	-50%	-$14.9K	﹤0.01%	2932
2024 Q4	$29.8K	Buy	1,179 +589	+100%	+$15K	﹤0.01%	2593
2024 Q3	$15K	Buy	+590	New	+$15K	﹤0.01%	2777

Other funds holding TUSI

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FWIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RHL Group Holly, Michigan $120M AUM

RPGK

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its Touchstone Ultra Short Income ETF (TUSI) stake by 17% in Q2 2026, buying an estimated $2.75M and bringing the position to 742,645 shares worth $18.8M. The position accounts for 0.1% of the portfolio, ranked #207.

Steward Partners Investment Advisory first reported a position in TUSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.4M in Q4 2025. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

Steward Partners Investment Advisory held 742,645 shares of Touchstone Ultra Short Income ETF worth $18.8M as of Q2 2026.
Steward Partners Investment Advisory bought 108,409 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $2.75M.
Touchstone Ultra Short Income ETF made up 0.1% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #207 holding.
Steward Partners Investment Advisory first reported a position in Touchstone Ultra Short Income ETF in Q3 2024 and has held it in 8 quarters since.
Steward Partners Investment Advisory's Touchstone Ultra Short Income ETF position peaked at $20.4M in Q4 2025.
68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

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