Willow Financial’s Touchstone Securitized Income ETF TSEC Stock Holding History

Willow Financial’s Portfolio TSEC Stock Details TSEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.97M	Buy	+158,205	New	+$4.04M	3.77%	8

Other funds holding TSEC

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Alteri Wealth Westlake Village, California $358M AUM 37.59% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Willow Financial's TSEC Position: Q3 2026 in Review

Willow Financial opened a new position in Touchstone Securitized Income ETF (TSEC) in Q3 2026: 158,205 shares worth $3.97M. The stake represents 3.77% of the portfolio and ranks #8 among its holdings.

16 funds tracked by Wall St. Rank hold TSEC as of Q3 2026.

Willow Financial held 158,205 shares of Touchstone Securitized Income ETF worth $3.97M as of Q3 2026.
Touchstone Securitized Income ETF was a new Willow Financial position in Q3 2026.
Touchstone Securitized Income ETF made up 3.77% of Willow Financial's portfolio in Q3 2026, its #8 holding.
16 funds tracked by Wall St. Rank held Touchstone Securitized Income ETF as of Q3 2026.

Based on Willow Financial's 13F filing for Q3 2026, filed 12 Nov 2026.