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Western Wealth Management’s Touchstone Ultra Short Income ETF TUSI Stock Holding History

Western Wealth Management’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
Q1 		$297K Sell
11,736
-15,367
-57% -$390K 0.01% 805
2025
Q4 		$687K Sell
27,103
-1,205
-4% -$30.6K 0.03% 441
2025
Q3 		$718K Buy
+28,308
New +$719K 0.04% 372

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $129M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Western Wealth Management's TUSI Position: Q1 2026 in Review

Western Wealth Management reduced its Touchstone Ultra Short Income ETF (TUSI) stake by 57% in Q1 2026, selling an estimated $390K and leaving 11,736 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #805.

Western Wealth Management first reported a position in TUSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $718K in Q3 2025. 53 funds tracked by Wall St. Rank hold TUSI as of Q1 2026.

  • Western Wealth Management held 11,736 shares of Touchstone Ultra Short Income ETF worth $297K as of Q1 2026.
  • Western Wealth Management sold 15,367 Touchstone Ultra Short Income ETF shares in Q1 2026, an estimated $390K.
  • Touchstone Ultra Short Income ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #805 holding.
  • Western Wealth Management first reported a position in Touchstone Ultra Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Western Wealth Management's Touchstone Ultra Short Income ETF position peaked at $718K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.