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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
Q2 		– Sell
-11,736
Closed -$297K – 1046
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

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 $15.3B AUM 25.33% 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

Western Wealth Management's TUSI Position: Q2 2026 in Review

Western Wealth Management sold out of Touchstone Ultra Short Income ETF (TUSI) in Q2 2026, closing a stake of 11,736 shares — an estimated $297K sold.

Western Wealth Management first reported a position in TUSI in Q3 2025 and held it in 3 quarters. The position peaked at $718K in Q3 2025. 68 funds tracked by Wall St. Rank hold TUSI as of Q2 2026.

  • Western Wealth Management reported no remaining Touchstone Ultra Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Western Wealth Management sold 11,736 Touchstone Ultra Short Income ETF shares in Q2 2026, an estimated $297K.
  • Western Wealth Management first reported a position in Touchstone Ultra Short Income ETF in Q3 2025 and held it in 3 quarters.
  • Western Wealth Management's Touchstone Ultra Short Income ETF position peaked at $718K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Touchstone Ultra Short Income ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.