Wealth Enhancement Advisory Services
TUSI icon

Wealth Enhancement Advisory Services’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.64M Buy
104,008
+42,448
+69% +$1.08M ﹤0.01% 1395
2026
Q1 		$1.56M Sell
61,560
-23,659
-28% -$600K ﹤0.01% 1525
2025
Q4 		$2.16M Buy
85,219
+13,729
+19% +$348K ﹤0.01% 1466
2025
Q3 		$1.81M Buy
71,490
+31,365
+78% +$796K ﹤0.01% 1498
2025
Q2 		$1.02M Sell
40,125
-19,575
-33% -$496K ﹤0.01% 1743
2025
Q1 		$1.51M Buy
59,700
+20,440
+52% +$519K ﹤0.01% 1386
2024
Q4 		$993K Buy
+39,260
New +$997K ﹤0.01% 1550

Other funds holding TUSI

FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
MPCA
Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return