UBS Group’s Touchstone Dynamic International ETF TDI Stock Holding History

UBS Group’s Portfolio TDI Stock Details TDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-311	Closed	-$12K	–	11152
2025 Q4	$12K	Sell	311 -1,975	-86%	-$75.1K	﹤0.01%	8135
2025 Q3	$85.2K	Buy	2,286 +720	+46%	+$25.5K	﹤0.01%	7231
2025 Q2	$53.2K	Sell	1,566 -764	-33%	-$24K	﹤0.01%	7715
2025 Q1	$69.7K	Buy	2,330 +1,157	+99%	+$33.8K	﹤0.01%	7332
2024 Q4	$32.3K	Buy	1,173 +1,087	+1,264%	+$32.2K	﹤0.01%	7554
2024 Q3	$2.63K	Buy	86 +25	+41%	+$737	﹤0.01%	8397
2024 Q2	$1.78K	Buy	61 +6	+11%	+$174	﹤0.01%	8493
2024 Q1	$1.6K	Sell	55 -334	-86%	-$9.28K	﹤0.01%	8105
2023 Q4	$10.4K	Buy	+389	New	+$10.2K	﹤0.01%	7441

Other funds holding TDI

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

RAS

RPS Advisory Solutions Louisville, Kentucky $151M AUM 29.89% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

UBS Group's TDI Position: Q1 2026 in Review

UBS Group sold out of Touchstone Dynamic International ETF (TDI) in Q1 2026, closing a stake of 311 shares — an estimated $12K sold.

UBS Group first reported a position in TDI in Q4 2023 and held it in 9 quarters. The position peaked at $85.2K in Q3 2025. 30 funds tracked by Wall St. Rank hold TDI as of Q1 2026.

UBS Group reported no remaining Touchstone Dynamic International ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 311 Touchstone Dynamic International ETF shares in Q1 2026, an estimated $12K.
UBS Group first reported a position in Touchstone Dynamic International ETF in Q4 2023 and held it in 9 quarters.
UBS Group's Touchstone Dynamic International ETF position peaked at $85.2K in Q3 2025.
30 funds tracked by Wall St. Rank held Touchstone Dynamic International ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.