Congress Wealth Management LLC / DE / »

Touchstone Etf Trust shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Touchstone Etf Trust (TSEC) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Touchstone Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Touchstone Etf Trust held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Touchstone Etf Trust by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $346k 13k 26.13

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Touchstone Etf Trust

Fort Washington Investment Advisors
Retirement Planning Group
Jane Street
Winebrenner Capital Management
Citadel Advisors
Steward Partners Investment Advisory
Advisor Group Holdings
Susquehanna International
Mission Creek Capital Partners
Congress Wealth Management LLC / DE /
Stifel Financial
Jpmorgan Chase & Co
UBS Group
Jones Financial Companies, L.L
DHJJ Financial Advisors

View all funds holding Touchstone Etf Trust