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 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

FWIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

TIA

Teucrium Investment Advisors Burlington, Vermont $129M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Steward Partners Investment Advisory's TUSI Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Touchstone Ultra Short Income ETF (TUSI) stake by 21% in Q1 2026, selling an estimated $4.33M and leaving 634,236 shares worth $16.1M. The position accounts for 0.08% of the portfolio, ranked #222.

Steward Partners Investment Advisory first reported a position in TUSI in Q3 2024 and has held it in 7 quarters since. The position peaked at $20.4M in Q4 2025. 53 funds tracked by Wall St. Rank hold TUSI as of Q1 2026.

Steward Partners Investment Advisory held 634,236 shares of Touchstone Ultra Short Income ETF worth $16.1M as of Q1 2026.
Steward Partners Investment Advisory sold 170,555 Touchstone Ultra Short Income ETF shares in Q1 2026, an estimated $4.33M.
Touchstone Ultra Short Income ETF made up 0.08% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #222 holding.
Steward Partners Investment Advisory first reported a position in Touchstone Ultra Short Income ETF in Q3 2024 and has held it in 7 quarters since.
Steward Partners Investment Advisory's Touchstone Ultra Short Income ETF position peaked at $20.4M in Q4 2025.
53 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.