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

Summit Financial Strategies’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 		– Sell
-11,359
Closed -$288K – 188
2026
Q1 		$288K Hold
11,359
– – 0.02% 128
2025
Q4 		$288K Buy
+11,359
New +$288K 0.02% 127

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

Summit Financial Strategies's TUSI Position: Q2 2026 in Review

Summit Financial Strategies sold out of Touchstone Ultra Short Income ETF (TUSI) in Q2 2026, closing a stake of 11,359 shares — an estimated $288K sold.

Summit Financial Strategies first reported a position in TUSI in Q4 2025 and held it in 2 quarters. The position peaked at $288K in Q4 2025. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Summit Financial Strategies reported no remaining Touchstone Ultra Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 11,359 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $288K.
  • Summit Financial Strategies first reported a position in Touchstone Ultra Short Income ETF in Q4 2025 and held it in 2 quarters.
  • Summit Financial Strategies's Touchstone Ultra Short Income ETF position peaked at $288K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.