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Transce3nd’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Transce3nd’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
2025
Q1 		– Sell
-267
Closed -$6.76K – 1567
2024
Q4 		$6.76K Buy
+267
New +$6.78K ﹤0.01% 860

Other funds holding TUSI

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Transce3nd's TUSI Position: Q1 2025 in Review

Transce3nd sold out of Touchstone Ultra Short Income ETF (TUSI) in Q1 2025, closing a stake of 267 shares — an estimated $6.76K sold.

Transce3nd first reported a position in TUSI in Q4 2024 and held it in 1 quarter. The position peaked at $6.76K in Q4 2024. 20 funds tracked by Wall St. Rank hold TUSI as of Q1 2025.

  • Transce3nd reported no remaining Touchstone Ultra Short Income ETF position as of Q1 2025 after selling out during the quarter.
  • Transce3nd sold 267 Touchstone Ultra Short Income ETF shares in Q1 2025, an estimated $6.76K.
  • Transce3nd first reported a position in Touchstone Ultra Short Income ETF in Q4 2024 and held it in 1 quarter.
  • Transce3nd's Touchstone Ultra Short Income ETF position peaked at $6.76K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.