Stifel Financial
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Stifel Financial’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Stifel Financial’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 		$2.86M Sell
113,028
-401
-0.4% -$10.2K ﹤0.01% 1810
2026
Q1 		$2.87M Sell
113,429
-577
-0.5% -$14.6K ﹤0.01% 1697
2025
Q4 		$2.89M Buy
114,006
+819
+0.7% +$20.8K ﹤0.01% 1677
2025
Q3 		$2.87M Buy
113,187
+16,087
+17% +$408K ﹤0.01% 1640
2025
Q2 		$2.46M Buy
97,100
+29,939
+45% +$759K ﹤0.01% 1693
2025
Q1 		$1.7M Buy
+67,161
New +$1.7M ﹤0.01% 1878

Other funds holding TUSI

Raymond James Financial
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
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RG
RHL Group Holly, Michigan $120M AUM
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Stifel Financial's TUSI Position: Q2 2026 in Review

Stifel Financial reduced its Touchstone Ultra Short Income ETF (TUSI) stake by 0.35% in Q2 2026, selling an estimated $10.2K and leaving 113,028 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Stifel Financial first reported a position in TUSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.89M in Q4 2025. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Stifel Financial held 113,028 shares of Touchstone Ultra Short Income ETF worth $2.86M as of Q2 2026.
  • Stifel Financial sold 401 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $10.2K.
  • Touchstone Ultra Short Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1810 holding.
  • Stifel Financial first reported a position in Touchstone Ultra Short Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Stifel Financial's Touchstone Ultra Short Income ETF position peaked at $2.89M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.