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Waterloo Capital’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Waterloo Capital’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 		$874K Buy
34,600
+18,800
+119% +$476K 0.05% 265
2026
Q1 		$400K Buy
15,800
+3,000
+23% +$76.1K 0.03% 345
2025
Q4 		$324K Buy
+12,800
New +$325K 0.02% 365

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

Waterloo Capital's TUSI Position: Q2 2026 in Review

Waterloo Capital increased its Touchstone Ultra Short Income ETF (TUSI) stake by 119% in Q2 2026, buying an estimated $476K and bringing the position to 34,600 shares worth $874K. The position accounts for 0.05% of the portfolio, ranked #265.

Waterloo Capital first reported a position in TUSI in Q4 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Waterloo Capital held 34,600 shares of Touchstone Ultra Short Income ETF worth $874K as of Q2 2026.
  • Waterloo Capital bought 18,800 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $476K.
  • Touchstone Ultra Short Income ETF made up 0.05% of Waterloo Capital's portfolio in Q2 2026, its #265 holding.
  • Waterloo Capital first reported a position in Touchstone Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.